Turn Agiled opportunity context into a proposal draft
Move from CRM context to a reviewable proposal draft with less copying and formatting.
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
Proposal prep often means switching between CRM records, project notes, and a blank document.
- Cut repetitive copy and paste
- Create a consistent proposal starting point
- Keep review focused on the offer
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 proposal draft to create from the available Agiled opportunity context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity example.
Questions about this workflow
Will it invent pricing or commitments?
The automation should use only information supplied or available from Agiled. Include any required pricing or terms in the prompt or source data.
What does Customjs do here?
It converts the prepared HTML proposal into a PDF document.
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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