Create a proposal PDF from Agile CRM opportunity details
Turn the deal context you already have into a proposal draft you can review and send.
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
Rebuilding proposal documents from CRM notes takes time and makes it easy to miss key deal context.
- Reduce manual document assembly
- Keep the proposal grounded in submitted deal details
- Create a reviewable draft when an opportunity needs one
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CustomJS in Notis once.
- 2Create an automation in Notis and describe the proposal you want from the submitted opportunity details.
- 3Pick the webhook trigger and choose where run reports go.
- 4Test with one real opportunity payload and review the generated PDF.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Send the opportunity details you want included.
Does this send the proposal to the prospect?
No. CustomJS converts the prepared HTML into a PDF. Review and send it through your chosen process.
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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