Get a focused brief before a client conversation
Prepare a readable account brief from the Agiled context you send when a meeting or decision is coming up.
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 preparation is slower when CRM details and recent context have to be assembled from memory or multiple screens.
- Bring relevant client context into one artifact.
- Reduce last-minute CRM review overhead.
- Create a repeatable brief from supplied records.
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 account brief PDF using the Agiled CRM context in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real account and review the brief for accuracy.
Questions about this workflow
Will the brief include recent interactions?
Only if Agiled returns them or they are included in the request. Specify the context you need.
Does the workflow contact the account?
No. It creates a downloadable document and does not send messages.
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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