Generate a batch of renewal documents in one run
Prepare a defined set of renewal documents together, then retrieve the batch as one archive for team review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Preparing renewal documents one account at a time makes batch work slow and easy to lose track of.
- Process a scheduled group of eligible renewal accounts.
- Receive generated documents in one ZIP archive.
- Use run reports to identify records that need attention.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docugenerate once in the Notis portal.
- 2Create an automation and describe which renewal records to include and what documents to generate.
- 3Choose a recurring schedule trigger and select where run reports should go.
- 4Test with a small real batch and inspect the ZIP and report.
Questions about this workflow
How does the automation decide which renewals to include?
Describe the selection criteria in the prompt using Agencyzoom data that is available. Notis does not provide field-mapping filters.
What happens if a record lacks required template data?
Instruct Notis to report the record and missing information, then continue with other eligible records where possible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docugenerate. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Agencyzoom and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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