See upcoming policy reviews in one PDF calendar
Get a scheduled view of upcoming policy reviews to make planning and follow-up easier.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Upcoming dates are easy to overlook when reminders and policy records live in different places.
- Create a single document for upcoming review planning.
- Use dates available from AgencyZoom or supplied to the workflow.
- Reduce the effort of assembling a recurring calendar.
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 create a PDF calendar of upcoming policy review dates available to it.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and verify the dates and time window.
Questions about this workflow
Does AgencyZoom provide a calendar trigger?
No trigger events are listed. Notis runs this on the recurring schedule you choose.
Where do review dates come from?
They must be available through the connected AgencyZoom access or supplied to Notis.
Can the workflow forecast dates it cannot see?
No. Missing dates or time windows must be provided.
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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