Review document changes before they affect a deal
Send a webhook when a contract, proposal, or other deal document is ready for review. Notis can inspect available Draftable comparisons and report the changes that may affect the deal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Comparisons
List document comparisons.
Why this helps
Important contract changes can get buried between a CRM record and a separate document review, making follow-up easy to miss.
- Get a focused summary of document changes alongside deal context.
- Surface changes that may need a decision or follow-up.
- Reduce switching between CRM records and document review.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Draftable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: inspect available Draftable comparisons and summarize changes relevant to the deal identified in the webhook request; flag missing deal or comparison context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real deal document and a webhook request that identifies the deal.
Questions about this workflow
Does Agile CRM start this automatically when a deal changes?
No. Agile CRM has no listed trigger events for this workflow. A webhook request starts it, and you can include deal context in that request.
Can it compare a specific pair of files?
The available Draftable action lists comparisons. It does not create a comparison or select files to compare.
What if the comparison does not identify the deal?
Notis should report that the connection is unclear instead of guessing which deal the comparison belongs to.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Draftable. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
List document comparisons.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Agile CRM and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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