Put client policy details into one clear PDF
Get a readable policy summary when you need a quick reference for client service or review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Looking across policy records to answer a basic client question can interrupt other work.
- Gather accessible policy details into a compact reference.
- Create a document on demand for a specific client question.
- Make the summary easier to review and share.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to summarize the supplied or accessible client policy details in a PDF.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the document reflects only available information.
Questions about this workflow
Does this include every policy detail?
It includes information accessible to the workflow or supplied in the request. Verify completeness in the test.
Does it send the PDF to the client?
No. It creates a downloadable document.
What starts it?
An HTTP request starts the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to DocRaptor. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Agencyzoom and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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