Get policy renewal data ready for Dromo
Start a Dromo import as soon as a renewal-data request arrives, so the spreadsheet has a clear path to upload.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Headless Import
Creates a headless import and returns a signed upload link.
Why this helps
Renewal data can sit in inboxes while someone works out how to get it into the next system.
- Creates a Dromo headless import when the webhook starts the workflow.
- Returns a signed upload URL for the file upload step.
- Keeps renewal-data preparation tied to the incoming request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dromo once in the Notis portal.
- 2Create an automation and describe the renewal-data import outcome in one instruction.
- 3Pick a Notis webhook trigger for the incoming request.
- 4Choose where run reports go, then test with one real renewal-data example.
Questions about this workflow
Does this workflow upload a renewal spreadsheet?
It creates a Dromo headless import and returns a signed upload URL. Uploading raw file bytes is a separate Dromo action.
What starts the workflow?
A Notis webhook starts it when an HTTP request reaches the automation.
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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