Resolve DID documents from CRM requests
Give a request that needs identity details a direct path to a Dock certs DID Document, with the CRM context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve DID Document
Retrieves the DID document for a decentralized identifier.
Why this helps
Looking up identity documents by hand adds a separate research step to requests already tracked in Agile CRM.
- Retrieve a DID Document when the request includes a valid DID.
- Keep the request's supplied Agile CRM context beside the result.
- Reduce manual lookup steps for identity review.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe which supplied DID to resolve and what Agile CRM request context to include.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and review the DID Document returned.
Questions about this workflow
What must the request contain?
It must include a valid DID for Dock certs to resolve.
Does it create or change an identity?
No. Retrieve DID Document reads and returns a DID Document for the supplied DID.
Does Agile CRM supply the DID automatically?
No such source trigger or data behavior is listed. Include the DID in the webhook request or provide it through the instruction's available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dock certs. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Creates a new API key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook endpoint.
Delete API Key
Deletes an API key.
Delete Credential
Deletes a verifiable credential.
Delete Tag
Permanently deletes a tag.
Delete Webhook
Deletes a webhook.
Retrieve API Key
Retrieves details about an API key.
Retrieve API Keys
Lists all API keys for the account.
Connect any two apps with Notis in the middle.
Agile CRM and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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