Prepare a customer file for the next conversion step
Upload once, keep the temporary file ID, and use it in the next file workflow step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload File (Multipart)
Why this helps
Repeated file handling adds friction when one customer document must pass through several processing steps.
- Store a file temporarily for subsequent conversions.
- Get a file ID to reference in later processing.
- Avoid uploading the same source repeatedly within a workflow.
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 name the file upload workflow.
- 3Describe that Notis should upload the supplied file using multipart form data and report the file ID.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real file and confirm the returned file ID.
Questions about this workflow
How long is the uploaded file stored?
The described upload stores the file on ConvertAPI for up to 3 hours.
Does this action perform a conversion?
No. It stores the supplied file and returns a file ID for subsequent conversions.
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.
Async Convert
Starts an asynchronous file conversion.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Async Job
Deletes an asynchronous conversion job.
Delete Uploaded File
Deletes an uploaded file from temporary storage.
Check Conversion Support
Checks whether a specific file format conversion is supported.
Get Supported Input Formats For Output
Lists input formats that can be converted to a chosen output format.
Convert PDF to DOCX
Converts a PDF into an editable Word document.
Convert PDF to JPG and Store
Converts a PDF into JPG pages and stores them on the server.
Upload File From URL
Uploads a file directly from a remote location.
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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