Turn an Agiled project kickoff into a document workflow
Start a kickoff document workflow with one request, then keep your project work moving in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Project details live in Agiled, while kickoff documents need a separate setup that is easy to postpone or forget.
- Start a document automation from a webhook request when a project is ready.
- Reduce the context switching between project planning and document setup.
- Keep the information needed for the document explicit in the request.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and describe the kickoff document outcome in one instruction.
- 3Choose a webhook as the trigger and select where run reports should go.
- 4Send one real project example in the webhook request to test the workflow.
Questions about this workflow
Does Agiled start this automatically when a project is created?
No. Agiled has no supported trigger event in this setup. A webhook request starts the Notis automation, and it can include the Agiled project details needed for the outcome.
Does this create a document immediately?
The supported action creates a DocsAutomator automation. Document generation depends on that automation's configuration and its data source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docsautomator. A trigger fires from one place; an action lands in another.
Agiled triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Agiled and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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