Find the important details in support attachments
Send a support document through a Notis webhook and let Aryn organize its contents for a focused review.
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
Support context can be trapped in lengthy attachments that take time to read before the next response.
- Summarize the reported issue from supplied documents.
- Bring relevant dates and evidence into view.
- Flag questions that need a human response.
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.
- 3In one instruction, ask Notis to send a supplied support attachment to Aryn and organize the issue, dates, evidence, and unanswered questions.
- 4Choose a webhook trigger and where run reports should go.
- 5Test using one real support attachment.
Questions about this workflow
Will this automatically detect new support attachments in Agile CRM?
No Agile CRM trigger is listed. Start it by sending a webhook request that supplies the document or its URL.
Does Aryn send a response to the customer?
No. This workflow structures the document for review; it does not send a customer reply.
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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