Turn Agiled CRM context into a proposal PDF
Start with the client context you have and produce a proposal draft ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Why this helps
Building each proposal from CRM context means switching between records, notes, and document tools.
- Bring available CRM context into a proposal draft.
- Keep document creation in one requested workflow.
- Review the PDF before using it with a prospect.
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 proposal drafts.
- 3Tell Notis which Agiled CRM context to include, provide any proposal content not stored there, and generate a PDF with Cloudlayer.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real CRM record and review the proposal for accuracy.
Questions about this workflow
Does Agiled provide proposal wording automatically?
Only use details returned by Agiled or content you provide in your instruction. Supply any missing pricing, scope, or terms.
Is the generated proposal ready to send?
Treat it as a draft and review its details before sharing.
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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