Give every new customer a useful welcome pack
Create a personalized starting document without assembling the same information again for every customer.
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
Important onboarding details get scattered across sales notes, leaving founders to write every welcome pack from scratch.
- Make onboarding information easier to deliver
- Reuse a consistent welcome format
- Reduce manual document assembly
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 ask Notis in plain language.
- 3Describe which customer details and onboarding information should appear in the welcome pack.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real customer example and review the result.
Questions about this workflow
Does this automatically detect new Agile CRM customers?
No. Start it with a Notis webhook request and include or provide the relevant customer context.
Can the pack include onboarding information not in Agile CRM?
Yes, if you supply that information in the 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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No card. Works with personal or business Docugenerate.