Bring customer PDFs together for one review
Collect the PDFs attached to a customer handoff into one file that is easier to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Reviewing related customer documents one at a time interrupts the handoff and makes details easier to overlook.
- Combine multiple supplied PDF URLs into one file
- Make customer handoffs easier to review
- Reduce repeated document opening
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CustomJS in Notis once.
- 2Create an automation and describe which submitted PDF URLs should be combined.
- 3Pick the webhook trigger and choose where run reports go.
- 4Test with one real set of document URLs and review the merged PDF.
Questions about this workflow
What files can be merged?
This workflow expects multiple PDF URLs supplied with the webhook context.
Will Notis find attachments in Agile CRM automatically?
No Agile CRM trigger events are listed. Supply the relevant URLs through the webhook or context available to Notis.
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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