Prepare a customer renewal review
Bring the renewal context into one place before deciding on the next customer conversation.
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
Renewal planning can be difficult when customer context and outstanding actions are spread across records.
- Collect supplied renewal details into a review document.
- Make open questions easier to spot.
- Prepare for a focused renewal conversation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the renewal review you want in one instruction.
- 3Pick the webhook trigger and provide customer context in the request that starts the run.
- 4Choose where run reports should go.
- 5Test with one real renewal example.
Questions about this workflow
Does Agile CRM trigger this when a renewal date is approaching?
No Agile CRM trigger events are available for this package. The webhook request starts the run.
Can the brief include renewal value or contract dates?
Include those details in the request or make sure they are otherwise available to the run. Notis cannot supply missing information.
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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