Create a proposal when an Agile CRM lead is qualified
Send the lead context to Notis and get a proposal PDF ready for review, without rebuilding the details by hand.
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
Qualified leads can lose momentum while you gather their needs, company details, and proposed next steps into a document.
- Move from qualification to a reviewable proposal with less copy and paste.
- Keep prospect details and stated needs together in one document.
- Reduce the delay between a sales conversation and a useful follow-up.
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 use the Agile CRM lead details sent in the request to create a proposal with the selected Documint template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead and review the generated PDF.
Questions about this workflow
Does Agile CRM trigger this automatically?
Agile CRM has no listed trigger event here. The automation starts when an HTTP request reaches the Notis webhook, so arrange for the request to include the lead details.
What does the automation need to create the proposal?
Provide the prospect details, needs, and proposed offer in the webhook request, and use a Documint template prepared for those details.
Can Notis decide whether a lead is qualified?
Only if the request includes the qualification status or the instruction gives Notis criteria and enough information to assess. This workflow assumes the lead is already qualified.
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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