Prepare for a customer meeting with one brief
Bring the customer context and desired outcomes together before the meeting starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Meeting preparation is often squeezed between tasks and requires revisiting several customer records.
- Create a focused preparation document on demand.
- Keep goals and customer context together.
- Reduce last-minute record searching.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the meeting brief you want in one instruction.
- 3Pick the webhook trigger and provide meeting context in the request that starts the run.
- 4Choose where run reports should go.
- 5Test with one real customer meeting example.
Questions about this workflow
Does Agile CRM automatically invoke the webhook before a meeting?
No Agile CRM trigger event is available here. The webhook request starts the run and should include the meeting context.
Can it create an agenda?
Yes. Describe the agenda and preparation details you want, using information supplied or available to the run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to DocRaptor. A trigger fires from one place; an action lands in another.
Agile CRM triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Agile CRM and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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