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Notis

Resolve a mistaken transcription order early

Handle an accidental order promptly when the recording has not entered transcription work.

Trigger

Webhook received

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

Action

Cancel and Refund Audio File

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

Why this helps

An order created for the wrong recording can become a distraction if it is not addressed before work begins.

  • Cancel an eligible order while it is still unworked.
  • Request a refund when applicable.
  • Keep the cancellation tied to the CRM recording context.

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 an explicit cancellation request with the audio file identifier should cancel the order only when no transcription work has been done.
  • 4Choose the webhook trigger and the channel for run reports.
  • 5Test the process with an eligible unworked order and review the result.

Questions about this workflow

Can this cancel any order at any stage?

No. The cancellation action is for files with no work done, such as pre-processing, audio processing, or error states.

Is a refund guaranteed?

No. The action issues a refund if applicable; the result depends on the order's eligibility.

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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