Turn Agile CRM call recordings into transcripts
Send a recording link and let Notis place the transcription order while you stay focused on the conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Order Transcript
Creates a transcription order for audio or video files.
Why this helps
Call recordings are easy to forget when they live apart from the CRM record that explains why the conversation matters.
- Start transcription from an accessible media URL in a webhook request.
- Keep the recording request connected to its CRM context.
- Reduce manual handoffs between sales notes and transcription.
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 accessible call recording URL and its Agile CRM context should start a Castingwords transcription order.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real recording URL and confirm the order is created.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No. Agile CRM has no listed trigger events here, so this automation starts from a Notis webhook request.
What does the webhook request need?
Provide an accessible media URL and enough CRM context to identify the related contact or deal. The workflow cannot infer missing details.
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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