Bring a prospect page into your deal review
Capture the page as it looked when you prepared your review, without manually saving screenshots.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Take Screenshot
Captures a screenshot of a webpage.
Why this helps
A prospect's website can change, and a bare link does not show what the team reviewed.
- Save a visual snapshot from a supplied URL
- Make deal reviews easier to scan
- Keep page evidence with the review report
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Browserless once in the Notis portal.
- 2Create an automation and name it Prospect Page Capture.
- 3In one instruction, ask Notis to capture a screenshot of the company or product URL provided with the deal context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect page.
Questions about this workflow
Can this take screenshots of pages behind a login?
The action captures a webpage URL, but authenticated access may require supported Browserless configuration and credentials not specified here.
Will it compare the screenshot with an earlier capture?
No comparison baseline is provided by this workflow. Supply a prior capture if you want a comparison in the report.
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
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