Prepare a batch of proposals in one run
Handle a proposal batch together and collect the outputs in one archive for easier review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Preparing many similar proposals one at a time makes a busy sales week feel like document production.
- Generate multiple proposals in one run
- Keep batch outputs together in a ZIP
- Reduce repetitive document production
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 to prepare the proposal batch.
- 3Specify the records and deal details to include and the Docugenerate template for the ZIP batch.
- 4Choose a recurring schedule or webhook trigger and report destination.
- 5Test with a small real batch and review each generated document.
Questions about this workflow
Does this automatically fetch every eligible CRM record?
Only records available to Notis can be used. Provide the batch scope and any missing record details.
What is the output?
Docugenerate generates documents packaged into a ZIP archive for retrieval.
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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