Bring client PDFs together in one packet
Have a recurring document review? Give Notis the existing PDFs and CRM contact context, and Api2pdf can combine them into one file.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Merge PDFs
Combines multiple PDF documents into one.
Why this helps
Collecting separate client documents by hand makes recurring account reviews harder to prepare.
- Combine multiple existing PDFs into a single packet.
- Reduce manual document assembly before a recurring account review.
- Receive a run report with the supplied CRM context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Api2pdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that the automation should merge the existing PDFs supplied for a client review into one packet.
- 4Choose a Notis cron schedule and where run reports should go.
- 5Test with one real set of client PDFs and its CRM context.
Questions about this workflow
Does this find every document stored in Agile CRM?
The workflow can only use document inputs supplied to the run. The available context does not establish an automatic CRM document lookup.
Can the schedule be used for a one-time run?
Notis cron is a recurring schedule. Use a Notis webhook when an HTTP request should start a run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Api2pdf. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Header Footer
Converts HTML to a PDF with headers and footers on each page.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete PDF
Permanently deletes a generated PDF from storage.
Check API Status
Check whether the PDF conversion service is available and responding.
Extract PDF Pages
Extracts selected pages from a PDF into a new document.
LibreOffice PDF to HTML
Converts a PDF document to HTML.
LibreOffice Thumbnail
Creates a thumbnail preview of a document’s first page.
Merge PDFs
Combines multiple PDF documents into one.
Optimize PDF
Reduces a PDF’s file size while maintaining its quality.
Connect any two apps with Notis in the middle.
Agile CRM and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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