Start the week with a follow-up priority list
Make the next set of client follow-ups easier to see with one scheduled PDF list.
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
Choosing the next follow-up can drain focus when priorities are spread across records and reminders.
- Create a regular view of follow-up priorities.
- Apply criteria that you provide or that are available in accessible records.
- Reduce the work of manually assembling a weekly list.
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.
- 3Define the priority criteria and ask Notis to create a PDF list from available follow-up information.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real example and adjust the criteria if the list misses relevant context.
Questions about this workflow
Can Notis decide priority without criteria?
The workflow needs criteria from you or clear priority information in the accessible data.
Does this create tasks in AgencyZoom?
No. The selected action creates a PDF list.
Can I choose the run day?
Yes. Select the weekly timing in 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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