Make your Agiled CRM follow-up review visual
Get a quick visual prompt for the follow-ups that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PNG
Converts HTML into a PNG image.
Why this helps
CRM follow-up can slip when reviewing records requires reopening each account and reconstructing context.
- Create a regular follow-up checkpoint
- Reduce repeated CRM navigation
- Make available context easier to scan
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 CRM follow-up visual to prepare from information available in Agiled.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real CRM example.
Questions about this workflow
Can it determine who needs follow-up?
It can analyze only information returned from Agiled. If follow-up dates or criteria are missing, provide them in the instruction or data.
Does this write changes into CRM records?
No. The selected action creates a PNG from HTML; it does not update CRM fields.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customjs.