Make project progress easy to share
Prepare a polished update from project details you choose to include, ready for your client workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Client updates take extra effort when internal project information has to be rewritten into a clear summary.
- Summarize supplied progress for easier sharing.
- Keep client updates consistent in format.
- Reduce time spent rewriting internal project details.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create a concise client progress PDF from the project information in the request, using client-appropriate language.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update and check that the content is suitable to share.
Questions about this workflow
Will it filter out internal-only information?
Tell the automation what information is appropriate to include and review the generated document before sharing it.
Does it send the PDF to a client?
No. It creates a document. Delivery requires a separate workflow or manual action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to DocRaptor. A trigger fires from one place; an action lands in another.
Agiled triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Agiled and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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