Keep Docmosis plan and quota details in view
A recurring environment summary can make plan and quota details easier to review before they become a surprise.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Why this helps
Docmosis usage and plan details can be easy to forget while you focus on contacts, deals, and customer follow-up in Agile CRM.
- Review Docmosis status and quota details without opening another dashboard.
- Make recurring operational checks easy to remember.
- Keep a report available to the people coordinating CRM document work.
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 give it a clear name.
- 3In one instruction, ask Notis to retrieve Docmosis environment status, plan, and quota details and summarize them.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Can this alert me when a CRM deal closes?
No. The available trigger is a Notis schedule because Agile CRM has no trigger events in this setup.
Does this workflow change my Docmosis plan or quota?
No. It retrieves a summary of the current environment, including status, plan, and quota details.
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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