Prepare a support escalation pack
Make the issue, known context, and requested next step easier to review together.
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
Escalations lose momentum when the problem and its history have to be pieced together manually.
- Assemble supplied case context into one document.
- Make escalation review easier to scan.
- Track completion of a longer document generation run.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocRaptor once in the Notis portal.
- 2Create an automation and describe the escalation pack you want in one instruction.
- 3Pick the webhook trigger and include case context in the request that starts the run.
- 4Choose where run reports should go.
- 5Test with one real support case example.
Questions about this workflow
Will the workflow detect a new support case in Agile CRM?
No Agile CRM event triggers are listed. The webhook request starts the workflow and should provide the case context for the document.
Can it summarize case history?
It can summarize history provided in the request or otherwise available to the run. Missing history must be supplied.
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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