Turn contact documents into organized, searchable information
Send a document for review and let Eagle doc identify its type and extract the details your team needs to follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Documents tied to contacts can sit unnoticed while you switch between CRM records and files to figure out what they contain.
- Classify common business documents with OCR.
- Reduce manual document review during contact follow-up.
- Keep the extracted information ready for your next CRM action.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Eagle doc once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what you want it to do.
- 3In one instruction, describe how to process a submitted document and summarize its extracted details for the related contact.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real document and verify the extracted result.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger event is listed here. Start the automation with a Notis webhook request when a document is ready for processing.
What document types can Eagle doc process?
The OCR action supports various document types, including bank statements, resumes, passports, and delivery sheets. Results depend on the document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Eagle doc. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Process Any Document with OCR
Extract and classify data from a document using OCR.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Submit Batch Any Document OCR Task
Submit documents for batch OCR processing in the background.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
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Receipt OCR V3
Extract structured data from receipt images or PDFs.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Agile CRM and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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