Prepare renewal documents with less repetition
Bring supplied account context into a renewal document and keep follow-up moving.
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
Renewal preparation can stall when account details have to be gathered and re-entered by hand.
- Reduce repeated renewal document preparation
- Keep supplied account details together
- Support timely customer follow-up
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 for renewal document preparation.
- 3Describe how to use supplied account and renewal details to generate the PDF.
- 4Choose the webhook trigger and select a run report destination.
- 5Test with one real renewal example and review the document for missing details.
Questions about this workflow
Can the workflow determine renewal dates?
Only if the dates are included in the request or available in the connected data returned to Notis.
Does this send the document to the customer?
The selected action creates a PDF. A delivery step is not included in the listed actions.
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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