Prepare a client invoice packet from Agiled information
Gather invoice context into one clear packet for review or sharing.
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
Invoice follow-up becomes harder when billing context, project details, and client information are spread across records.
- Bring available invoice context together
- Reduce manual packet formatting
- Make review and follow-up clearer
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 invoice packet to prepare from the Agiled details available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice example.
Questions about this workflow
Does this send the invoice to a client?
No. The selected action generates a PDF. Sending messages is outside the actions listed for Customjs in this package.
What if payment history is not available?
Provide the missing history or omit it from the packet. The automation cannot infer unavailable data.
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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