See which Algodocs extractors fit an Agile CRM contact's needs
Start from a contact update and get a quick view of available extractors for the documents that matter to the relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List document data extractors
Lists document data extractors in your account.
Why this helps
Contact records can signal a document need, but finding the right extraction option adds another tool switch and interrupts follow-up.
- Keeps contact context beside extractor discovery
- Reduces time spent searching for document processing options
- Surfaces missing document details before follow-up
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Algodocs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to review the incoming contact context and list relevant Algodocs extractors, noting any missing document details.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real contact example and confirm the extractor list is useful.
Questions about this workflow
Does Agile CRM provide a native trigger for this workflow?
No. Agile CRM has no trigger events in this setup, so the automation starts from a Notis webhook.
Does this create or run an extractor?
No. The available action lists extractors in your Algodocs account. It does not process a document.
What if the contact context does not say what document is needed?
Notis can report that the document type or purpose is missing instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Algodocs. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Retrieves information about the current user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Lists document data extractors in your account.
List folders
Lists folders and their hierarchy.
Connect any two apps with Notis in the middle.
Agile CRM and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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