Build a monthly Agile CRM campaign workbook
Bring campaign information into a workbook that is ready for your monthly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Campaign reviews can stall when information has to be gathered and organized by hand.
- Collect campaign information into a workbook.
- Prepare a repeatable monthly review.
- Spend less time formatting campaign data.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the campaign workbook you want in one instruction.
- 3Pick a monthly schedule.
- 4Choose where run reports should go.
- 5Test with one real Agile CRM example.
Questions about this workflow
Can the workbook include campaign metrics?
It can include metrics available from Agile CRM data. Specify the desired review in the instruction and provide any missing baseline or context yourself.
Why is this run asynchronous?
The async document action is useful when generating a workbook may take time and completion status needs to be tracked.
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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