Get a focused search for each performance question
Send a performance question into Notis and search Elasticsearch for relevant agency data to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Ad hoc performance questions can consume time when each one requires rebuilding context and searching from scratch.
- Tie each search to the question that prompted it.
- Summarize the returned records for quick review.
- Reduce repeated manual query preparation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Elasticsearch once in the Notis portal.
- 2Create an automation and describe how to search and summarize each performance question.
- 3Choose a Notis webhook trigger for incoming questions.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Can it calculate any metric I ask for?
Only if the indexed data and query support it. If required fields or a baseline are unavailable, the result should say so.
Can the webhook carry the question?
Yes. The webhook can start the automation with the request details needed for the search, depending on your webhook setup.
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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