Create an invoice PDF from Agiled details
Turn invoice information into a clean document you can review and share.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Template to PDF
Generate a PDF from a template and data; processing runs asynchronously by default.
Why this helps
Reformatting invoice details into a presentable document creates avoidable busywork.
- Prepare a consistent invoice document on demand.
- Use available invoice details without copying them by hand.
- Review the result before sharing it.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice documents.
- 3Tell Notis to retrieve the requested Agiled invoice details and use them to generate a Cloudlayer template PDF.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real invoice and check the resulting document.
Questions about this workflow
Will this send the invoice to a client?
The selected Cloudlayer action generates a PDF. Sending or delivering it requires a separate workflow or action.
What if an invoice detail is unavailable?
Notis can only use information Agiled returns. Name any required details that are not available so they can be supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Cloudlayer. A trigger fires from one place; an action lands in another.
Agiled triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Agiled and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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