Turn agreed sales terms into a document draft
Move from confirmed terms to a consistent agreement draft with less manual assembly.
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
Once terms are agreed, re-entering them into a document creates delay and avoidable mistakes.
- Reduce retyping after a sales decision
- Start from a reusable agreement template
- Keep missing terms visible for review
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 outcome you need.
- 3Describe which supplied CRM context and approved terms should populate the agreement template.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real example and review the agreement before use.
Questions about this workflow
Will this workflow decide contract terms?
No. Supply the approved terms and have a person review the generated agreement.
What starts the workflow?
A request sent to its Notis webhook. Agile CRM trigger events are not available in this integration context.
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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