Create a prospect dossier from website research
When a prospect needs a closer look, start a request and gather the website details you want in a consistent dossier.
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
Preparing prospect context by hand takes time away from follow-up and makes dossiers inconsistent.
- Start prospect research from an HTTP request.
- Use a consistent format for collected website information.
- Keep key context together before follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docugenerate once in the Notis portal.
- 2Create an automation and describe the prospect dossier to generate.
- 3Specify the prospect website and the details to extract, then explain how to use the returned data with your template.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real prospect website and template.
Questions about this workflow
Does it look up contact details?
Only if the specified website and Agenty's returned data provide them. Supply any additional details needed for your dossier.
How do I start a dossier?
Send a request to the Notis webhook with the website or prospect details the automation needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docugenerate. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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