Create a PDF snapshot of an Agiled client portal page
Capture the client-facing page as a PDF for a review packet or offline reference.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Website to PDF
Why this helps
A portal page can change after a review, leaving you without a convenient snapshot of what was shown.
- Create a snapshot from a page URL.
- Keep a portable reference for review workflows.
- Start the capture when you need it.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Conversion tools once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to convert the client portal page URL you provide into a PDF.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real portal page URL you can access.
Questions about this workflow
Does the action log into a private portal?
The action uses a website URL. Whether a private page can be accessed depends on its availability to the conversion service.
Will it capture the whole page?
The action creates a PDF snapshot of the website URL. Review the result with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Conversion tools. A trigger fires from one place; an action lands in another.
Agiled triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Agiled and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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