Get account reviews ready before the conversation
Pull the account context you provide into a review document so preparation takes less time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Preparing for an account review means piecing together contact history, next steps, and open questions.
- Gather review context into one document
- Make open questions easier to spot
- Spend less time preparing for check-ins
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to prepare.
- 3Describe which available account context to use and the review report template.
- 4Choose the webhook trigger and where run reports should appear.
- 5Test with one real account and verify the report's context.
Questions about this workflow
Does the workflow know the account's full history?
It can use only context available to Notis. Supply any missing history or baseline you want included.
Can it highlight open questions?
Yes. Ask Notis to identify questions from the supplied context and include them in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docugenerate. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Agile CRM and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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