Keep a monthly PDF snapshot of Agiled finance information
Create a dated document snapshot for records without remembering to do it each month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Why this helps
Monthly record keeping slips when capturing and filing the same information is a manual chore.
- Create a recurring PDF snapshot.
- Reduce the chance of forgetting a monthly capture.
- Keep a readable record of the specified page.
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 the monthly archive.
- 3Tell Notis to convert the specified accessible Agiled page to PDF with Cloudlayer.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one real page and confirm it is accessible and captured correctly.
Questions about this workflow
Does this create a historical report from Agiled?
This workflow converts a specified page to PDF. It does not invent historical data or reconstruct past page states.
Does the page need to be accessible?
Yes. Cloudlayer needs to be able to access the URL you specify.
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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