Collect the resource linked to a customer conversation
Turn a resource link into a saved file artifact as part of your follow-up workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download file using Puppeteer script
Downloads files saved by Chrome during a browser automation script.
Why this helps
Files shared across customer conversations can be difficult to locate again when the follow-up arrives.
- Download files exposed by a supplied webpage
- Keep the resource associated with its CRM context
- Reduce manual retrieval during follow-up
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Browserless once in the Notis portal.
- 2Create an automation and name it Customer Resource Download.
- 3In one instruction, provide the resource page URL and describe which downloadable file to retrieve.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, accessible resource page.
Questions about this workflow
Can this download any file from a page?
The action returns files Chrome downloaded while the provided Puppeteer code runs. The page and browser behavior determine what is available.
Does it download files already attached in Agile CRM?
No. Provide a webpage URL that triggers a browser download.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Browserless. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Browserless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Download file using Puppeteer script
Downloads files saved by Chrome during a browser automation script.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Custom Function
Runs a custom browser automation script.
Fetch HTML Content
Fetches a webpage’s complete HTML content, including dynamic content.
Generate PDF from webpage
Generates a PDF from a webpage.
Scrape webpage content using CSS selectors
Extracts structured content from selected webpage elements.
Take Screenshot
Captures a screenshot of a webpage.
Unblock Protected Content
Retrieves webpage content from sites protected against automated access.
Connect any two apps with Notis in the middle.
Agile CRM and Browserless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Browserless.