Find likely data sources for a client review
Start client review preparation by seeing which Elasticsearch indices are available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Indices
Lists available Elasticsearch indices.
Why this helps
A review can stall when no one knows where related records are indexed.
- Reveal available indices as a first discovery step.
- Reduce guesswork before querying client documents.
- Attach source discovery to the review request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Elasticsearch once in the Notis portal.
- 2Create an automation and describe which index inventory details would help the client review.
- 3Choose a Notis webhook trigger for the client review request.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Does index discovery find the client's documents?
No. It lists indices. A follow-up query is needed to search documents in a relevant index.
Can it filter the index list?
The List Indices action supports optional filters. Specify any known pattern or criteria in your instruction.
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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