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Make deal call transcripts easier to navigate

Add timestamps to a completed call transcript so reviewers can find the moments behind a decision.

Trigger

Webhook received

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

Action

Order Upgrades

Orders an upgrade for a completed audio transcription.

Why this helps

Long transcripts are harder to review when teammates cannot quickly locate the relevant part of a conversation.

  • Request a timestamp upgrade for a specific audio file.
  • Tie the upgrade request to supplied CRM deal context.
  • Make long conversation transcripts easier to navigate.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Castingwords once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3Describe that a request with a completed audio file identifier should order timestamps and include its CRM deal context in the report.
  • 4Choose the webhook trigger and the channel for run reports.
  • 5Test with one completed audio file and confirm the upgrade request.

Questions about this workflow

Can timestamps be added before transcription is complete?

This workflow is for a completed transcription. The upgrade action is intended for a specific audio file after transcription.

Does this action support other upgrades?

It can order upgrades for a specific audio file. This workflow specifically requests timestamps.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Castingwords. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Castingwords actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Cancel and Refund Audio File

Cancels an audio file order and issues a refund if eligible.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Prepay Balance

Retrieves the current account prepay balance.

ActionInstant

Get registered webhook URL

Retrieves the webhook URL registered for account notifications.

ActionInstant

Get Transcript

Retrieves a completed audio transcription in the requested format.

ActionInstant

Order Transcript

Creates a transcription order for audio or video files.

ActionInstant

Order Upgrades

Orders an upgrade for a completed audio transcription.

ActionInstant

Register Webhook

Registers a webhook to receive event notifications.

ActionInstant

List Available SKUs

Lists available transcription services and their prices.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Castingwords, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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