Keep the Algodocs folder structure visible for CRM planning
A recurring folder snapshot gives your team a quick reference for planning document work connected to Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List folders
Lists folders and their hierarchy.
Why this helps
Folder structures fade from view between document tasks, forcing founders to reopen tools and reconstruct where work should go.
- Creates a periodic reference to the folder hierarchy
- Reduces repeated navigation to inspect destinations
- Lets teams identify unclear or outdated naming for review
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 name the folder snapshot.
- 3In one instruction, ask Notis to retrieve the Algodocs folder hierarchy and summarize it with any available CRM planning context, without inferring undocumented folder purposes.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test once and verify the folder IDs and hierarchy are readable in the report.
Questions about this workflow
Will the snapshot verify that folders are active or writable?
The listed action retrieves folder IDs and hierarchy; it does not verify permissions or write access.
Can the schedule detect changes from a prior snapshot?
A baseline is not provided by this action. If you need change detection, supply or store a prior snapshot for comparison.
Does this workflow need an Agile CRM trigger?
No. It starts from a Notis cron schedule because no Agile CRM trigger events are available.
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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