Send a polished welcome letter for every new client
Start the relationship with a clear, consistent welcome document based on the client details already in Agencyzoom.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Writing each welcome letter from scratch takes time and creates room for inconsistent or missing details.
- Create a consistent first-touch document.
- Use the client details supplied in the request or retrieved from Agencyzoom.
- Keep staff focused on the relationship instead of document formatting.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the welcome letter to generate.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test by sending one request with a real client record and review the document.
Questions about this workflow
Does Agencyzoom send the webhook automatically?
Agencyzoom trigger events are not listed for this workflow. A Notis webhook request starts it, and the request should provide the needed client context or identify the record.
Can the letter include details that are not in Agencyzoom?
Only if the webhook request supplies them. Otherwise, instruct Notis to flag the missing details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.