Create a monthly invoice summary from Agiled information
Prepare a readable monthly invoice summary without hand-formatting a report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Monthly invoice review can mean gathering records and reshaping them into a document before you can think about next steps.
- Reduce repetitive monthly report prep
- Keep the review document format consistent
- Focus review time on decisions
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 summary to prepare from available Agiled information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice example.
Questions about this workflow
Does the workflow send or pay invoices?
No. The selected Customjs action converts HTML to PDF. It prepares a document from the information available to the automation.
Can the summary compare months?
Only if the necessary historical information is available or supplied. The workflow cannot assume a baseline that Agiled does not provide.
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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