Find available Algodocs folders for an Agile CRM document request
Bring the folder structure into view when a CRM task prompts someone to prepare or route a document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List folders
Lists folders and their hierarchy.
Why this helps
Choosing a destination folder requires searching Algodocs and then remembering the CRM context that prompted the document work.
- Returns the folder hierarchy alongside request context
- Makes uncertain destination choices visible
- Cuts down on repeated folder lookup
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 descriptive name.
- 3In one instruction, ask Notis to retrieve Algodocs folders and summarize plausible destinations based on the incoming CRM request, marking any unsupported choice as uncertain.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the folder options are accurate.
Questions about this workflow
Will Notis choose and move the document automatically?
No. This action returns folder IDs and their hierarchy. A person can use the report to make the routing decision.
Must the Algodocs API key be connected before listing folders?
Yes. The folder list action must run after obtaining an API key.
What if no CRM request details are included in the webhook?
The automation can return the available folder structure and state that the request-specific destination cannot be determined.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Algodocs.