Prepare clear support resolution letters
Use the details of a support case to create a structured draft that is ready for a human check.
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
Writing the same resolution structure repeatedly adds work when a customer is waiting for a clear response.
- Give resolution drafts a consistent structure
- Reduce repetitive writing
- Keep customer-specific context together
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 outcome to Notis.
- 3Specify the support case details to include and the resolution letter template to use.
- 4Select a webhook trigger and a destination for run reports.
- 5Test with one real case and review the letter before sending.
Questions about this workflow
Does this send the letter to the customer?
No. It generates a document; review and deliver it through your normal process.
What if the case resolution is not in Agile CRM?
Supply the approved resolution in the webhook request or another context source available to Notis.
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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