Know Docmosis is ready for your CRM document work
Get a simple readiness check on a schedule, so a Docmosis issue is easier to spot before it interrupts sales or support work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Docmosis Environment Ready
Check whether the environment is active and within quota.
Why this helps
You may only discover Docmosis is unavailable when someone needs a customer document right away.
- Surface readiness problems before they disrupt document-dependent work.
- Keep service checks on a predictable schedule.
- Send run reports to a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to check Docmosis environment readiness and summarize the result.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test the automation with one real example and review its report.
Questions about this workflow
Does this run when an Agile CRM contact or deal changes?
No. Agile CRM has no trigger events available here. This workflow starts on a schedule.
Does the readiness check generate a document?
No. The available Docmosis action checks whether the environment is ready; it does not render a document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docmosis. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Delete one or more stored images.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Delete one or more templates from the environment.
Docmosis Environment Ready
Check whether the environment is active and within quota.
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Docmosis: Get API Key
Retrieve the API access key from connection metadata.
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Download Docmosis Images
Download stored image files.
Get Docmosis Render Queue
Retrieve the current render queue status and usage.
Connect any two apps with Notis in the middle.
Agile CRM and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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