Make campaign context ready to share
Bring the key campaign details into one template-based document that is easy to review and pass along.
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
Campaign context spread across notes and tasks makes handoffs harder than they need to be.
- Bring campaign information into one shareable artifact
- Use a repeatable brief format
- Reduce time spent preparing handoffs
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 the result you want.
- 3In one instruction, name the campaign context to use and the Docugenerate brief template.
- 4Choose the webhook trigger and report destination.
- 5Test with one real campaign example and check the generated brief.
Questions about this workflow
Can Notis access every campaign field automatically?
Only context made available to the automation can be used. Include any missing campaign details in the webhook request.
Can the brief be customized?
Yes. Choose a suitable template and describe the desired content in the automation instruction.
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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