Set up a Dromo schema for client-record imports
When a new import requirement arrives, create a Dromo schema to define the fields and validation rules for client records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Import Schema
Creates an import schema with its fields, validation rules, and settings.
Why this helps
Client data imports can stall when there is no agreed schema to define required fields and validation.
- Creates a Dromo import schema from a webhook-started request.
- Lets the instruction specify the schema fields, validation rules, and settings.
- Helps establish a reusable import structure for client records.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dromo once in the Notis portal.
- 2Create an automation and describe the client-record schema you need in one instruction.
- 3Pick a Notis webhook trigger for the schema request.
- 4Choose where run reports go, then test with one real client-record schema example.
Questions about this workflow
What does a Dromo import schema define?
It defines fields, validation rules, and settings for data imports.
Will the workflow decide the required client fields for me?
Include your required fields and validation expectations in the instruction. The workflow should not assume details your agency has not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dromo. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Dromo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Uploads
List file uploads for your organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Headless Import
Creates a headless import and returns a signed upload link.
Upload File To Headless Import
Upload a file for automatic processing.
Create Import Schema
Creates an import schema with its fields, validation rules, and settings.
Delete Import Schema
Irreversibly deletes an import schema.
Get Import Schema
Retrieves an import schema by its ID.
List Import Schemas
Lists all import schemas for the organization.
Update Import Schema
Updates an existing import schema, including its fields, validation rules, and settings.
Connect any two apps with Notis in the middle.
Agencyzoom and Dromo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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