Create a clear lead brief from Agile CRM
Get the key details in one document before your next sales conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDF Asynchronously
Why this helps
Lead details spread across CRM records can make call preparation harder than it needs to be.
- Prepare for lead conversations faster
- Keep key context in a portable document
- Reduce manual copying from CRM
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how to turn the lead details in the incoming request into a concise PDF brief.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead example and review the generated PDF.
Questions about this workflow
How does this automation start?
A Notis webhook starts the automation when an HTTP request is sent with the lead details.
Does Agile CRM provide a native trigger here?
No. This workflow uses a Notis webhook, so an HTTP request must start it.
Can I choose what the brief includes?
Yes. Describe the desired content in the automation instruction, using details available in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Craftmypdf. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Agile CRM and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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