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Keep agency document processing capacity visible

See Eagle Doc's current quota and workload counters in a recurring report, so document-processing capacity is easier to plan.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Management Quota

View contractual quotas and current usage across workloads.

Why this helps

When document volume grows, quota limits and current usage can be easy to forget until processing is needed.

  • Review contractual allowance and current workload counters.
  • Get a recurring capacity snapshot without checking manually.
  • Use the report to plan upcoming document-processing work.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Eagle Doc once in the Notis portal.
  • 2Create an automation in Notis and name it for document-processing capacity checks.
  • 3Tell Notis to retrieve Eagle Doc's management quota and summarize the current counters for AgencyZoom document-processing planning.
  • 4Choose a Notis schedule trigger and select where run reports should go.
  • 5Test with one real quota check and confirm the report is useful.

Questions about this workflow

Does the quota check read AgencyZoom document volume?

No. This action reports Eagle Doc's contractual quota allowance and current usage counters. AgencyZoom volume must be provided separately if you want a comparison.

Can I run this on a schedule?

Yes. Choose a recurring Notis cron schedule when creating the automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Eagle doc. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Eagle doc actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Process Any Document with OCR

Extract and classify data from a document using OCR.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Submit Batch Any Document OCR Task

Submit documents for batch OCR processing in the background.

ActionInstant

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Eagle doc, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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