Turn prospect context into a proposal draft
Move from a sales conversation to a consistent proposal draft without reassembling prospect details from scratch.
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
Follow-up proposals can slip when prospect context and agreed next steps are scattered across records and notes.
- Use prospect context already available in Agencyzoom.
- Keep pricing and scope grounded in information supplied for the request.
- Create a draft for review before it goes to a prospect.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docugenerate once in the Notis portal.
- 2Create an automation and describe the proposal to generate and the supplied scope and pricing to use.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one real prospect request and verify all commercial details.
Questions about this workflow
Will it invent pricing or proposal terms?
No. Instruct Notis to use only supplied terms and flag missing scope or pricing for review.
Does this send the proposal to the prospect?
No. It generates a proposal document for review.
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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