Extract lead details from images with Agile CRM and Conversion tools
Get key details out of lead images without stopping to retype them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert JPG to JSON with AI
Why this helps
Manually transcribing contact details from images adds friction and makes follow-up easier to delay.
- Extracts structured details from a JPG image
- Reduces manual transcription
- Keeps the result ready for review or follow-up
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 send the JPG from the incoming request to AI conversion and return the JSON result.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead image.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No. Start it with a Notis webhook, which accepts an HTTP request.
What input does the conversion need?
Provide a JPG image or its URL in the request.
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.
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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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No card. Works with personal or business Conversion tools.