Review client records with their related documents
Bring AgencyZoom client record reviews together with a targeted search of Elasticsearch documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Reviewing client records without their related documents can leave important context undiscovered.
- Find documents related to clients selected for review.
- Give reviewers a focused set of records to examine.
- Reduce context switching during scheduled reviews.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Elasticsearch once in the Notis portal.
- 2Create an automation and describe which client records and related documents to review.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Can it review every client record automatically?
The prompt should specify the records or scope to review. The available AgencyZoom access and Elasticsearch data determine what Notis can retrieve.
Does it change client records?
No. The Elasticsearch actions in this workflow package search and inspect data; they do not update AgencyZoom records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Elasticsearch. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Agencyzoom and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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