Prepare a prospect brief from Agile CRM context
Give yourself a useful starting point before the next important prospect 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
Preparing for a call can mean switching between contact records, notes, and campaign history.
- Consolidate supplied prospect context into a brief.
- Prepare for a sales conversation with less tab switching.
- Create a downloadable PDF on demand.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the prospect brief you want in one instruction.
- 3Pick the webhook trigger and provide prospect context in the request that starts the run.
- 4Choose where run reports should go.
- 5Test with one real prospect example.
Questions about this workflow
Does Agile CRM send the webhook when a prospect changes?
No. Agile CRM trigger events are not available here. A webhook request starts the run, and its supplied context can include prospect information.
Can Notis include contact history?
Only history available to the run can be included. Supply any missing context in the webhook request or automation instruction.
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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