Make proposal PDFs easier to share
Start from an Agile CRM record and let Notis send its proposal PDF through Api2pdf optimization, so oversized files do not slow down follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Optimize PDF
Reduces a PDF’s file size while maintaining its quality.
Why this helps
Large proposal attachments can interrupt a sales follow-up and create extra manual work.
- Reduce the size of existing proposal PDFs before sharing.
- Keep the CRM record and document context together in the run report.
- Start the workflow with an HTTP request from your existing process.
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 optimize an existing proposal PDF supplied with the Agile CRM record context.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real proposal PDF and its CRM context.
Questions about this workflow
Does this create a proposal PDF?
No. This workflow optimizes an existing PDF supplied when the webhook starts the automation.
Does Agile CRM start this automatically when a record changes?
Agile CRM has no available trigger events here. An HTTP request to the Notis webhook starts the workflow.
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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