Prepare a proposal PDF from Agiled context
Turn the client and project details you already have into a proposal document with one webhook request.
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
Proposal preparation often means switching between CRM records, project notes, and a document editor.
- Reduce context switching while preparing proposals.
- Create a downloadable proposal document from supplied details.
- Keep proposal generation tied to a request-driven workflow.
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: use supplied Agiled client and project context to create a proposal PDF with DocRaptor.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal brief and review the returned document.
Questions about this workflow
Can Notis invent pricing or proposal terms?
No. Include the approved pricing and terms in the available Agiled information or the request. Missing details should be supplied before generation.
Does this workflow send the proposal to the client?
No. The configured DocRaptor action creates a document; it does not send it to a client.
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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