Create a clear sales handoff brief
Make the customer context, current status, and next step easier to carry into a handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
A sales handoff can lose important context when the next person has to reconstruct the deal history.
- Gather supplied deal context into a shareable document.
- Make status and next steps easier to review.
- Track async generation for a longer brief.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the sales handoff brief you want in one instruction.
- 3Pick the webhook trigger and include deal context in the request that starts the run.
- 4Choose where run reports should go.
- 5Test with one real deal example.
Questions about this workflow
Does the workflow start automatically when a deal changes stage?
No Agile CRM trigger events are listed. A webhook request starts the run and can provide the deal context.
Can the handoff include previous decisions?
Yes, when those decisions are included in the request or otherwise available to the run.
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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