Create a focused Agile CRM follow-up list
Start your workday with a short list of follow-ups worth checking first.
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
Important customer follow-ups are easy to overlook when the next action is buried in CRM records.
- Gather follow-up candidates into one document.
- Apply the criteria you describe in the instruction.
- Make it easier to begin customer outreach.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the follow-up list you want in one instruction.
- 3Pick a recurring schedule for the list.
- 4Choose where run reports should go.
- 5Test with one real Agile CRM example.
Questions about this workflow
Can the workflow decide which records are overdue?
Only if the relevant dates and criteria are available to the run. Specify your criteria in the instruction and supply any missing baseline.
Does it send follow-up messages?
No. This workflow creates a PDF list 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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