Review opportunities that may need a follow-up
Get a scheduled, reviewable list of opportunities that appear to be waiting on a next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Open deals can go quiet while follow-up decisions remain scattered across CRM records.
- Bring potential follow-up gaps into one report
- Make review a recurring routine
- Keep suggested next steps tied to available CRM data
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CustomJS in Notis once.
- 2Create an automation and describe how to identify opportunities needing review from available data.
- 3Pick a recurring schedule and choose where run reports go.
- 4Test with one real review example and confirm the report reflects available records.
Questions about this workflow
How does Notis decide which opportunities are stale?
Describe the criteria in your instruction. The review can only use the opportunity dates, activity, and other context available to Notis.
Does it automatically update Agile CRM?
This workflow creates a PDF report. It does not update CRM records.
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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