Start the day with a transcription balance check
See the current prepay balance before call recordings stack up in the sales follow-up queue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Prepay Balance
Retrieves the current account prepay balance.
Why this helps
An unknown balance can derail the moment someone finally has time to send a recording for transcription.
- Get a predictable view of current prepay funds.
- Plan around a known balance before preparing new orders.
- Receive the result in the chosen run-report channel.
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 the automation should retrieve the current Castingwords prepay balance and report it for planning Agile CRM call transcriptions.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real run and confirm the reported balance.
Questions about this workflow
Does the schedule read Agile CRM records?
This action retrieves the Castingwords balance. Include a CRM context in the prompt for reporting, but do not assume the balance lookup returns CRM records.
Can I schedule it at a specific local time?
Choose the schedule in Notis using the timezone shown in your automation setup.
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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