Understand a template before preparing agency paperwork
See the parsed parts of a Docmosis template when an AgencyZoom request needs closer review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Docmosis Template Structure
Retrieve a template’s parsed structure.
Why this helps
A template can contain fields or conditional sections the person preparing paperwork did not expect.
- Surface template fields and conditional sections.
- Make structural details easier to review in context.
- Reduce surprise during paperwork preparation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the selected template's structure and summarize its fields, repeats, conditions, images, and references for the AgencyZoom request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real AgencyZoom request and a valid template name.
Questions about this workflow
Will this check whether client data fills every field?
No. It retrieves template structure but does not compare that structure with AgencyZoom client records.
Can the summary determine which fields are required?
Only when the returned structure identifies that information. Ask Notis to report uncertainties for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docmosis. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Delete one or more stored images.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Delete one or more templates from the environment.
Docmosis Environment Ready
Check whether the environment is active and within quota.
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Docmosis: Get API Key
Retrieve the API access key from connection metadata.
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Download Docmosis Images
Download stored image files.
Get Docmosis Render Queue
Retrieve the current render queue status and usage.
Connect any two apps with Notis in the middle.
Agencyzoom and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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