Create a dedicated home for sales documents in Aryn
Ask Notis to create a DocSet for an upcoming sales document collection, then use its ID for future additions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create DocSet
Why this helps
Sales documents need a clear container before they can be organized and processed together.
- Allocate a DocSet before adding documents.
- Keep a sales document collection organized in its own container.
- Prepare a known destination for later document submissions.
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 a new Aryn DocSet for the specified sales document collection and report its ID.
- 4Choose a webhook trigger and where run reports should go.
- 5Test by creating one real DocSet.
Questions about this workflow
Does creating a DocSet add documents to it?
No. This action creates the storage container. Submit documents separately.
Can the workflow choose a name or settings?
Only use details supported by the action's available inputs. The listed description does not specify the exact fields.
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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