Create proposals from Agiled CRM context
When an opportunity is ready for a proposal, send a webhook request and have Notis prepare the document from information Agiled provides.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Proposal preparation can stall while founders gather contact and project context from multiple records.
- Start proposal preparation from a single request.
- Reuse a Documint template for a consistent proposal format.
- Keep the generated PDF link with the run report.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Documint once in the Notis portal.
- 2Create an automation named Agiled Proposal Document.
- 3In one instruction, ask Notis to use available CRM and project context to generate a proposal with your chosen Documint template.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test using one real opportunity and review the PDF.
Questions about this workflow
Will the workflow invent pricing or proposal terms?
No. The prompt should tell Notis to use only available information and leave unavailable terms out or flag them for follow-up.
How long does the generated PDF link last?
The Create Document action returns a PDF URL valid for 24 hours.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Documint. A trigger fires from one place; an action lands in another.
Agiled triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Agiled and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.