Give each customer document collection a dedicated DocSet
Create a new Aryn DocSet for the customer documents you plan to process, then use its ID for later actions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create DocSet
Why this helps
Without a destination ready, customer documents can be delayed before processing even starts.
- Create a dedicated container ahead of document processing.
- Keep customer document collections distinct.
- Prepare an existing DocSet for asynchronous additions.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Aryn once in Notis.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Ask Notis in one instruction to create an Aryn DocSet for a specified customer document collection and return its ID.
- 4Choose a webhook trigger and where run reports should go.
- 5Test by creating one real customer DocSet.
Questions about this workflow
Is this different from parsing or adding a document?
Yes. It creates a DocSet container. Document parsing and asynchronous addition are separate actions.
Can it create a DocSet for every customer automatically from Agile CRM?
No Agile CRM trigger is listed. Start the workflow with a webhook request and supply the collection context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Aryn. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Creates a DocSet storage container for adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete DocSet
Permanently deletes a DocSet and all its documents.
Generate plan
Creates a query plan without running the query.
Get DocSet Metadata
Retrieves metadata for a DocSet.
Get Document by ID
Retrieves a document and its parsed content from storage.
Get Document Binary
Downloads a document’s original file from a DocSet.
List Async Tasks
Lists outstanding asynchronous tasks for your account.
Partition Document
Extracts and structures text, tables, and images from a document.
Connect any two apps with Notis in the middle.
Agile CRM and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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