Generate a proposal draft from service content
Reuse accurate service descriptions and focus your attention on tailoring the proposal.
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
Proposal preparation repeats the same service copy and formatting for every prospect.
- Reuse service descriptions maintained in Agility CMS.
- Add prospect details supplied with the webhook request.
- Start from a consistent proposal structure.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and describe the proposal draft outcome in one instruction.
- 3Pick the webhook trigger and send the service content and prospect details.
- 4Choose where run reports go, then test with one real prospect and a DocuGenerate template.
Questions about this workflow
Can the workflow decide pricing?
Only provide pricing details that your team has supplied. The action generates documents from data and does not establish commercial terms.
Is the generated proposal automatically sent?
No. The action generates the document and returns metadata including a download URL.
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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