Build a policy review workbook from AgencyZoom
Organize policy review details into a spreadsheet when you need to prepare or compare records.
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
Policy review details can be hard to scan when information is spread across notes and records.
- Create a spreadsheet dedicated to a specific review request.
- Use available policy details in a scannable format.
- Track async document completion.
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 organize available policy review details into an XLSX workbook.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real policy review request and check for missing fields.
Questions about this workflow
Does this compare policies automatically?
It can compare details present in the accessible data or request. Missing fields must be supplied.
What output does it create?
It creates an asynchronous XLSX document.
Does it change the policy record?
No. This workflow generates a workbook and does not update AgencyZoom.
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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