Generate contact proposals without rebuilding them by hand
Start from your Agile CRM sales context and create a ready-to-review proposal from a template.
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
Proposal prep can turn a promising sales conversation into another round of copying details and chasing files.
- Reduce repetitive proposal preparation
- Keep proposal output consistent with an approved template
- Make the next sales step easier to complete
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 outcome in plain language.
- 3In one instruction, say which contact and supplied deal details to use and which Docugenerate template should create the proposal.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contact and confirm the generated document.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No. Agile CRM exposes no trigger events here, so an HTTP request to a Notis webhook starts the automation.
Can Notis infer deal details that are missing?
No. Provide the needed deal details in the webhook request or another available context source.
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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