Make contact research easier to review alongside Agile CRM
Send the research document with a contact reference and get its useful details organized for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Partition Document
Extracts and structures text, tables, and images from a document.
Why this helps
Useful context about a prospect can be scattered across notes and research documents, making preparation slow.
- Organize relevant facts from supplied research.
- Preserve evidence and open questions for a human review.
- Reduce time spent rereading source documents before follow-up.
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 send supplied contact research to Aryn and extract the organization, role, stated needs, evidence, and unanswered questions.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real research document and its contact reference.
Questions about this workflow
Does this read contact records directly from Agile CRM?
No. No Agile CRM event or record-reading action is listed here. Include the contact reference and research in the webhook request.
Can it infer needs that the source does not state?
It can summarize supplied material, but unstated needs should be marked as unknown rather than invented.
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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