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Notis

Open the exact document behind an Aryn result

Provide both IDs and let Notis retrieve the document so you can review the source in context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Document by ID

Retrieves a document and its parsed content from storage.

Why this helps

Following up on a document insight is slower when you have to locate the original file again.

  • Retrieve a specific document from a known docset.
  • Make source verification easier after an analysis.
  • Reduce time spent locating a referenced document.

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 retrieve a document using its Aryn docset ID and document ID.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real pair of IDs.

Questions about this workflow

Can this search for a document by its title?

No. The listed action retrieves a document by ID and requires both the docset ID and document ID.

Does it return the document's binary content?

This action retrieves the document by ID. For binary content, use the separate Get Document Binary action with both IDs.

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.

TriggerScheduled

Create DocSet

Creates a DocSet storage container for adding documents.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete DocSet

Permanently deletes a DocSet and all its documents.

ActionInstant

Generate plan

Creates a query plan without running the query.

ActionInstant

Get DocSet Metadata

Retrieves metadata for a DocSet.

ActionInstant

Get Document by ID

Retrieves a document and its parsed content from storage.

ActionInstant

Get Document Binary

Downloads a document’s original file from a DocSet.

ActionInstant

List Async Tasks

Lists outstanding asynchronous tasks for your account.

ActionInstant

Partition Document

Extracts and structures text, tables, and images from a document.

ActionInstant

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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