Turn an Agile CRM resume link into structured candidate data
Start from a lead record and get parsed resume details without switching tools to read every document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Uploads a document for data extraction.
Why this helps
Candidate details arrive in documents that take time to open, scan, and summarize before you can follow up.
- Extract candidate information into an Affinda document record
- Reduce manual resume review before deciding on next steps
- Keep the workflow started from an Agile CRM event you choose
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to take the public resume URL included in each request and create a parsed Affinda document.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real Agile CRM example containing an accessible resume URL.
Questions about this workflow
Does Agile CRM provide a native trigger for this workflow?
No. Start it with a Notis webhook request, then include the resume URL and any useful context in the request.
Can Affinda parse a file stored only inside Agile CRM?
This action requires the document file or a public URL. Provide an accessible URL or a file through the supported request context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Affinda. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Agile CRM and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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