Get a visual briefing sheet before your next CRM call
See the useful context at a glance before you open the call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PNG
Converts HTML into a PNG image.
Why this helps
Switching between contact records, notes, and campaign history makes call preparation harder to finish.
- Prepare from the context provided in the webhook
- Keep call prep in one visual artifact
- Reduce last-minute tab switching
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CustomJS in Notis once.
- 2Create an automation and describe the contact brief you want from submitted CRM details.
- 3Pick the webhook trigger and choose where run reports go.
- 4Test with one real contact payload and check the PNG for accuracy.
Questions about this workflow
What information should the webhook include?
Include the contact and account details, notes, or history you want Notis to use. Do not assume unavailable CRM fields are included.
Can the brief include a call agenda?
Yes. Ask Notis to draft an agenda from the submitted context, and review it before the call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Customjs. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Agile CRM and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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