Make customer PDFs editable when the next task needs changes
Send a PDF conversion request and get an editable Word document for the next step in your work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert PDF to DOCX
Converts a PDF into an editable Word document.
Why this helps
A locked PDF can slow down edits, review, and reuse of customer information.
- Create an editable DOCX from a supplied PDF.
- Reduce manual document conversion steps.
- Keep document preparation attached to the customer task.
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 PDF conversion.
- 3Describe that Notis should convert the supplied PDF into DOCX and return the file details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real PDF and check the resulting file.
Questions about this workflow
What starts the conversion?
An HTTP request to the Notis webhook starts it. Agile CRM has no trigger event listed for this workflow.
What does the action return?
ConvertAPI returns DOCX file metadata and download links for the supplied PDF 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.
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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No card. Works with personal or business Convertapi.