Make document export follow-up easier to remember
Let a scheduled Notis run retrieve Cloudpress export history and bring the results into your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Document Exports
Lists your document export history.
Why this helps
A completed export can be difficult to follow up on when it disappears behind other sales and campaign work.
- Review document export history in a recurring report.
- Reduce the need to manually revisit Cloudpress for export context.
- Keep follow-up visible alongside your regular workflow.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cloudpress once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Cloudpress document exports as a recurring content follow-up review.
- 4Pick a schedule and choose where run reports should go.
- 5Test with one real run and review the export history returned.
Questions about this workflow
Does this start new export jobs?
No. It lists document exports and is intended for reviewing history after export jobs have been initiated separately.
Can the automation identify which Agile CRM campaign an export belongs to?
Only if that relationship is present in the returned data or supplied in the prompt. The listed action does not promise an Agile CRM campaign association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Cloudpress. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Cloudpress actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Information
Retrieves details about your authenticated account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Connections
Lists your connections.
List Collections
List collections in your account.
List Document Exports
Lists your document export history.
List Webhooks
Lists your configured webhooks.
Connect any two apps with Notis in the middle.
Agile CRM and Cloudpress, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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