Create a case study PDF from CMS content
Make customer stories easier to pass along by generating a document copy when you need one.
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
Preparing a case study for an email or meeting often means rebuilding a page as a document.
- Create a portable customer story.
- Reduce last-minute formatting tasks.
- Use the case study content provided to the workflow.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocRaptor once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to format the supplied case study content as a PDF.
- 4Select a webhook trigger and choose where run reports go.
- 5Test with one approved case study payload.
Questions about this workflow
Does this change the published case study?
No. It creates a separate document from supplied content.
Can Notis add customer details that were not supplied?
No. The automation should use only details present in the source content or explicitly supplied in its instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to DocRaptor. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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