Send every new customer a clear welcome pack
Turn the customer details and agreed next steps into a welcome document your team can review and send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
New customers often receive inconsistent onboarding information when each handoff depends on someone assembling it from scratch.
- Give each customer a consistent starting document.
- Capture agreed contacts, milestones, and next steps in one place.
- Reduce manual preparation during the customer handoff.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a welcome pack using customer and onboarding details included in the request and a prepared Documint template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real new customer record and review the PDF.
Questions about this workflow
What starts the welcome pack workflow?
An HTTP request to the Notis webhook starts it. Agile CRM does not list a native trigger event for this package.
What information should the request contain?
Include the customer details, agreed contacts, onboarding milestones, and next steps you want reflected. Notis cannot infer information absent from the request or template.
Does the workflow send the PDF to the customer?
The listed Documint action creates a document and returns a PDF URL. Sending it to the customer is not part of this action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Documint. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Agile CRM and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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