Prepare a local file for conversion without extra steps
Upload the file once and carry its returned ID into the conversion process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload File
Uploads a file for use in later conversions.
Why this helps
Repeatedly handling files between tools adds friction before conversion can even begin.
- Uploads a local file for conversion
- Returns a file ID for next steps
- Fits into a request-based workflow
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 upload the local file provided with the request and report its file ID.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real local file.
Questions about this workflow
When should I use this action?
Use it when you have a local file and need a file ID for further conversion.
Does uploading itself perform the conversion?
No. It uploads the file; use a separate conversion action to process it.
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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