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Review service options before transcribing a call

Check the available transcription services before committing a sales call recording to an order.

Trigger

Webhook received

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

Action

List Available SKUs

Lists available transcription services and their prices.

Why this helps

Choosing a service without checking current options can create avoidable backtracking before transcription begins.

  • Retrieve the account's available service options.
  • Review pricing information before creating an order.
  • Separate service research from the order itself.

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 about an Agile CRM call should retrieve the available Castingwords SKUs and report options and pricing.
  • 4Choose the webhook trigger and the channel for run reports.
  • 5Test with one real request and review the returned options.

Questions about this workflow

Does this automation choose a SKU and place an order?

No. It retrieves the available SKUs for review; ordering is a separate action.

Where does the pricing come from?

The workflow reports the information returned by Castingwords' 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.

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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