Prepare a hosted monthly AgencyZoom activity report
Turn available AgencyZoom activity into a hosted document that you can track through completion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Hosted Async Document
Creates a hosted document asynchronously.
Why this helps
Monthly reviews are harder to finish when activity needs gathering, summarizing, and formatting separately.
- Create a hosted document and track its completion.
- Give monthly review work a predictable starting point.
- Consolidate available activity into one readable report.
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 monthly activity summary and ask Notis to create a hosted document from available information.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test with one real example and verify the hosted document status.
Questions about this workflow
What does hosted async mean here?
DocRaptor creates a hosted document asynchronously, with completion tracked through a callback URL or status API.
Does this report include every AgencyZoom activity field?
It can summarize the information available through connected access. Any unavailable fields or baseline must be provided.
Can I choose when it runs?
Yes. Choose a monthly cadence when setting up the Notis schedule trigger.
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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