Make a case study one-pager from CMS content
Package a finished customer story into a consistent document as soon as it is approved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Customer stories are ready in the CMS but still need manual layout before they can be shared.
- Reuse approved case study content in a one-page format.
- Keep customer story documents visually consistent through a template.
- Generate a document link for downstream review.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and describe the case study one-pager outcome in one instruction.
- 3Pick the webhook trigger and send approved case study content when it is ready.
- 4Choose where run reports go, then test with one real story and a DocuGenerate template.
Questions about this workflow
Can the workflow publish the generated one-pager?
The listed action generates a document and returns metadata including a download URL. Publishing or delivering it elsewhere is not part of this action.
What content should the webhook include?
Include the case study details that the template needs, such as the approved story text and relevant customer information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docugenerate. A trigger fires from one place; an action lands in another.
Agility cms triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Agility cms and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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