Prepare a focused account review from Agiled CRM context
Bring account context into one place before a relationship or renewal conversation.
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
Account reviews can turn into last-minute searches through records, notes, and project details.
- Prepare more efficiently for account conversations
- Gather available context into one document
- Make review preparation repeatable
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 account review document to prepare from Agiled CRM information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real account example.
Questions about this workflow
Can this include renewal dates or notes?
Include them only if the information is available from Agiled or supplied in the prompt or other input.
Does the workflow contact the client?
No. It creates a PDF with Customjs and does not send a message.
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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