Check transcription funds before ordering
Know whether the account has prepay funds before moving a sales recording into transcription.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Prepay Balance
Retrieves the current account prepay balance.
Why this helps
Discovering a low balance after preparing a recording adds another interruption to the follow-up process.
- Check the current prepay balance on demand.
- Surface a funding issue before preparing an order.
- Keep a balance check distinct from placing a transcription order.
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 tied to an Agile CRM recording should retrieve and report the current Castingwords prepay balance.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real request and verify the reported balance.
Questions about this workflow
Does this workflow place the transcription order?
No. It uses the balance lookup action only; a separate workflow can place an order after you confirm readiness.
Can it estimate the cost of a recording?
Not from the balance tool alone. Provide any needed pricing or order details separately, or use the available SKU lookup.
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.
Cancel and Refund Audio File
Cancels an audio file order and issues a refund if eligible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Prepay Balance
Retrieves the current account prepay balance.
Get registered webhook URL
Retrieves the webhook URL registered for account notifications.
Get Transcript
Retrieves a completed audio transcription in the requested format.
Order Transcript
Creates a transcription order for audio or video files.
Order Upgrades
Orders an upgrade for a completed audio transcription.
Register Webhook
Registers a webhook to receive event notifications.
List Available SKUs
Lists available transcription services and their prices.
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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