See follow-ups that need a decision
Turn available task context into a reviewable list so important next steps are easier to notice.
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
Follow-ups get missed when overdue tasks are spread across contacts and require manual checking.
- Make follow-up review more consistent
- Gather available task context into one place
- Help prevent next steps from slipping
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 follow-ups to summarize.
- 3Describe the task and contact context to include and the report template.
- 4Select a recurring schedule and choose the run report destination.
- 5Test with one real set of tasks and review what information is available.
Questions about this workflow
Can it determine which tasks are overdue?
It can identify overdue items if due dates and current dates are available in the supplied context.
Will it complete or assign tasks?
No. This workflow generates a report for review.
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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