Review your AgencyZoom pipeline in a weekly spreadsheet
Get a recurring spreadsheet review of the AgencyZoom pipeline data you can access, ready for follow-up planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Pipeline reviews can take too long when useful details are scattered across records and spreadsheets.
- Prepare a spreadsheet for recurring pipeline reviews.
- Use asynchronous document creation for larger generation tasks.
- Make follow-up planning easier with one generated artifact.
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 summarize available pipeline details into an XLSX review document.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and check the async document result.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. Set the cadence when choosing the schedule trigger.
Does AgencyZoom provide a pipeline event trigger?
No AgencyZoom trigger events are listed here, so this workflow uses a Notis schedule.
Why use asynchronous document creation?
It creates the spreadsheet asynchronously so completion can be checked 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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