Review contact engagement with less searching
Bring available interactions and open next steps into a concise review document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
It is difficult to spot where a contact needs attention when interactions and tasks are checked separately.
- Review contact context in one artifact
- Make unanswered next steps easier to see
- Reduce context switching between records
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 engagement to review.
- 3Specify contact interaction context and the review format to generate.
- 4Choose a recurring schedule and report destination.
- 5Test with one real contact and verify what interaction history is returned.
Questions about this workflow
Can it detect engagement changes over time?
Only when history for the comparison period is available. Provide missing historical context.
Can it decide which contact needs attention?
It can summarize signals in the available context, but define criteria or provide the needed baseline.
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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