Turn Agile CRM customer details into a document workflow
Start a document workflow from customer details sent to Notis, without rebuilding the process by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Customer agreements and onboarding documents can get delayed when contact details are copied between systems.
- Create a reusable DocsAutomator workflow for customer documents.
- Reduce repetitive setup when new customer information arrives.
- Use a Google Docs template if one is available.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to create a DocsAutomator automation for customer documents using the received customer details and a Google Docs template if supplied.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real customer example and check the created automation in DocsAutomator.
Questions about this workflow
Does this create a document for every Agile CRM contact automatically?
The webhook starts the Notis automation when an HTTP request arrives. The request needs to include the customer details for Notis to use.
Can I use a PDF template?
PDF templates must be uploaded through the DocsAutomator app interface. This action can create an automation with an optional Google Docs template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docsautomator. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Agile CRM and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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