Prepare client onboarding documents from Agiled context
Start each client relationship with a clear, consistent onboarding document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Gathering basic client and project context for onboarding can pull founders away from delivery work.
- Reduce repetitive onboarding preparation
- Create a consistent starting document
- Use the available client and project context
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customjs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the onboarding document to prepare from the Agiled client and project details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client example.
Questions about this workflow
Can the workflow include details absent from Agiled?
Only if you supply them in the instruction or another available input. Missing fields, history, or baselines cannot be assumed.
How does it start?
A webhook request starts the workflow because no Agiled trigger events are listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Customjs. A trigger fires from one place; an action lands in another.
Agiled triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Agiled and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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