Prepare an Agiled CRM export for its next destination
Convert a CRM export into a format your next step can accept, without repeating file prep by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Why this helps
Moving CRM information between tools can get stuck on incompatible file formats.
- Convert an existing CRM export to a supported format.
- Reduce friction during data handoffs.
- Keep the desired output format explicit in the prompt.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Conversion tools once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which CRM export to convert and name the supported destination format.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real export and confirm the output format.
Questions about this workflow
Which destination formats can I choose?
Use a format supported by Conversion tools. Its configuration action lists available conversion types and options.
Does this import the converted data into another CRM?
No. This workflow converts a file; importing it requires a separate supported action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Conversion tools. A trigger fires from one place; an action lands in another.
Agiled triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Agiled and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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