Create a press release PDF from Agility CMS
Move approved announcements from CMS to a finished document with one trigger.
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
Preparing each press release for distribution means copying content into a separate document template.
- Create a consistent press release document from CMS content.
- Avoid reformatting approved copy by hand.
- Get document metadata and a download URL from DocuGenerate.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and describe the press release PDF outcome in one instruction.
- 3Pick the webhook trigger and send the relevant Agility content when it is ready.
- 4Choose where run reports go, then test with one real press release and a DocuGenerate template.
Questions about this workflow
Does Agility CMS provide a trigger event here?
No. This workflow uses a Notis webhook, which starts when an HTTP request is sent with the relevant Agility content.
What does DocuGenerate return?
The generate-from-template action returns document 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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