Check file details before starting a conversion
Confirm a file's name, size, and preview before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Why this helps
Converting the wrong file wastes time and makes follow-up harder to trust.
- Retrieves file metadata
- Can provide a text preview
- Helps verify the intended file
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve information for the previously uploaded file ID supplied in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real uploaded file ID.
Questions about this workflow
What input does the action need?
A file ID for a previously uploaded file.
Does this consume conversion quota?
The action description says it does not count against quota.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Conversion tools. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Agile CRM and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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