Review open Agile CRM tasks in one document
See the work that is still open and decide what deserves your attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Open tasks can become background noise when there is no simple way to review them together.
- Review available open tasks in one place.
- Use your own prioritization criteria.
- Reduce time spent navigating individual records.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the task review you want in one instruction.
- 3Pick a recurring schedule for the review.
- 4Choose where run reports should go.
- 5Test with one real Agile CRM example.
Questions about this workflow
Can the review assign tasks to people?
This workflow creates a review document. It can report on assignment details only when those details are available from Agile CRM.
Can I choose which tasks appear?
Describe the review criteria in your instruction. Notis does not provide a separate field-mapping or filter-building screen for this flow.
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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