Analyze your AgencyZoom client portfolio in a workbook
Turn a portfolio analysis request into a spreadsheet organized for review and decision making.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Portfolio analysis can stall when data gathering and spreadsheet setup consume the time needed to make decisions.
- Organize available portfolio information in a workbook.
- Create an analysis artifact on demand.
- Make the assumptions and metric scope visible in the request.
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.
- 3Specify the portfolio scope and metrics, then ask Notis to create an XLSX workbook.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real request and verify the scope, assumptions, and output.
Questions about this workflow
Can this calculate portfolio trends?
Only if the needed history, definitions, and baseline are available or supplied.
What starts the analysis?
An HTTP request starts the Notis webhook.
Does it modify client records?
No. It creates an XLSX document and leaves AgencyZoom data unchanged.
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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