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Notis

Check whether a customer file can be converted before work begins

Confirm format support first, so an unsupported conversion does not derail a customer task.

Trigger

Webhook received

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

Action

Check Conversion Support

Checks whether a specific file format conversion is supported.

Why this helps

Starting a conversion before checking format support can create avoidable errors and follow-up.

  • Catch unsupported source and output format combinations early.
  • Reduce manual troubleshooting before conversion.
  • Keep a customer document task moving with a clear compatibility result.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and ConvertAPI once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Describe that Notis should check whether the supplied file format can convert to the requested output format.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real file and review the compatibility result.

Questions about this workflow

Does Agile CRM start this automation directly?

No. Agile CRM exposes no trigger events in this setup. An HTTP request to the Notis webhook starts the automation.

What does the automation check?

It asks ConvertAPI whether the specified input format can be converted to the requested output format. It does not perform the conversion.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Convertapi. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Convertapi actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Async Convert

Starts an asynchronous file conversion.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Async Job

Deletes an asynchronous conversion job.

ActionInstant

Delete Uploaded File

Deletes an uploaded file from temporary storage.

ActionInstant

Check Conversion Support

Checks whether a specific file format conversion is supported.

ActionInstant

Get Supported Input Formats For Output

Lists input formats that can be converted to a chosen output format.

ActionInstant

Convert PDF to DOCX

Converts a PDF into an editable Word document.

ActionInstant

Convert PDF to JPG and Store

Converts a PDF into JPG pages and stores them on the server.

ActionInstant

Upload File From URL

Uploads a file directly from a remote location.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Convertapi, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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