Prepare customer stories for approval
Turn verified customer results into a reviewable draft with the right details in one place.
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
Customer stories stall when results, attribution, and approval language must be assembled from scattered context.
- Structure a customer story for review
- Keep attribution and approval details visible
- Reduce the effort to prepare a first draft
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 describe the draft you need.
- 3Specify the verified customer details, results, and approval language to use in the template.
- 4Choose the webhook trigger and run report destination.
- 5Test with one real story and check every claim before sharing.
Questions about this workflow
Will the workflow verify customer results?
No. Provide verified results and have a person confirm accuracy and permissions.
Does the generated draft publish the story?
No. It generates a document for review and approval.
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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