Prepare quarterly Agile CRM contact segments
Bring useful contact groups into a workbook for your next planning session.
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
Planning outreach is harder when the contacts you want to reach are difficult to identify and organize.
- Organize available contact details for planning.
- Apply segment criteria you specify.
- Create a reusable quarterly review artifact.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the contact segments you want in one instruction.
- 3Pick a quarterly schedule.
- 4Choose where run reports should go.
- 5Test with one real Agile CRM example.
Questions about this workflow
Can it segment contacts by custom criteria?
Describe the criteria in your instruction. The workflow can only use details available from Agile CRM or supplied by you.
Does it send campaigns to the segments?
No. The selected DocRaptor action creates a workbook for review.
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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