Draft client follow-up letters as PDFs
Turn a client follow-up request into a ready-to-review PDF letter using available account context.
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
Writing and formatting routine follow-ups can pull attention away from client work and other priorities.
- Prepare a consistent letter for review and delivery.
- Use available client context to reduce repeated lookup and formatting.
- Start the document only when a follow-up request is made.
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.
- 3Describe the follow-up outcome and ask Notis to create a PDF letter from available client context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real follow-up request and review the letter before using it.
Questions about this workflow
Will the workflow send the letter to the client?
This workflow creates a PDF document. It does not send or deliver the letter.
What client details are used?
Notis can use details available through the connected access or included in the request. Supply any missing context.
What starts the workflow?
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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