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Check the form prospects are asked to complete

Run a focused browser check on the exact form URL connected to your campaign or deal context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Execute Custom Function

Runs a custom browser automation script.

Why this helps

A broken or confusing form can cost a prospect after the handoff from CRM outreach.

  • Inspect a supplied form flow in a real browser
  • Catch obvious blockers before sharing the form
  • Get a concise report of the observed steps

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Browserless once in the Notis portal.
  • 2Create an automation and name it Lead Form Check.
  • 3In one instruction, specify the form URL and the browser checks to perform, avoiding any submission that would create a real lead unless intended.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with a safe form or test environment.

Questions about this workflow

Will this submit the form?

Only if the requested custom script is written to submit it. Use a safe test environment or explicitly ask for inspection without submission.

Does this require writing a Puppeteer script?

The Browserless action runs custom Puppeteer scripts. The automation instruction should clearly describe the desired browser task.

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.

TriggerScheduled

Download file using Puppeteer script

Downloads files saved by Chrome during a browser automation script.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Execute Custom Function

Runs a custom browser automation script.

ActionInstant

Fetch HTML Content

Fetches a webpage’s complete HTML content, including dynamic content.

ActionInstant

Generate PDF from webpage

Generates a PDF from a webpage.

ActionInstant

Scrape webpage content using CSS selectors

Extracts structured content from selected webpage elements.

ActionInstant

Take Screenshot

Captures a screenshot of a webpage.

ActionInstant

Unblock Protected Content

Retrieves webpage content from sites protected against automated access.

ActionInstant

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.

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No card. Works with personal or business Browserless.