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Notis

Audit your recent document output history

Review recent DocRaptor document metadata on a schedule and keep output checks in one place.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Documents (JSON)

Lists previously created documents with metadata in JSON format.

Why this helps

It can be difficult to remember what documents were generated and when during a busy work week.

  • Retrieve paginated document metadata in JSON.
  • Create a recurring review point for document activity.
  • Summarize output history without opening each item manually.

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 retrieve recent DocRaptor document history and summarize the metadata relevant to your AgencyZoom work.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real example and confirm the document list covers the intended page of results.

Questions about this workflow

Does this action return the document files?

No. List Documents (JSON) returns paginated document metadata, not the generated files themselves.

Can Notis infer which documents relate to AgencyZoom?

Only if the metadata includes enough information or you supply a way to identify relevant documents.

Can it retrieve all pages?

The action returns paginated results. The automation should review the relevant pages available through the action.

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.

TriggerScheduled

Create Async Document

Creates a document asynchronously from HTML content.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a PDF or Excel document from HTML content or a URL and returns it immediately.

ActionInstant

Create Document from Referrer

Converts webpages into PDF or Excel documents.

ActionInstant

Create Hosted Async Document

Creates a hosted document asynchronously.

ActionInstant

Download Async Document

Downloads a completed asynchronous document.

ActionInstant

Get Async Document Status

Checks the progress of asynchronous document creation.

ActionInstant

List Documents (JSON)

Lists previously created documents with metadata in JSON format.

ActionInstant

List Documents (XML)

Lists previously created documents with metadata in XML format.

ActionInstant

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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