Organize renewal follow-ups in a tracking workbook
Turn a renewal review request into a spreadsheet that helps you see the follow-up work at a glance.
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
Renewal follow-up can become a scattered set of notes, making the next action hard to spot.
- Create a spreadsheet focused on renewal follow-up planning.
- Use supplied or accessible renewal context in one artifact.
- Generate asynchronously for status tracking.
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.
- 3In one instruction, ask Notis to make an XLSX follow-up tracker from available renewal context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real request and review the workbook contents.
Questions about this workflow
Does the workbook automatically update AgencyZoom?
No. The selected DocRaptor action creates a document; it does not update AgencyZoom records.
Will it include a recommended next action?
It may summarize next actions present in accessible information. Any missing action guidance must be supplied.
How does the async result work?
The document is created asynchronously and can be checked for completion or handled through a callback.
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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