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Check available fields before building an agency report

Use the index schema to understand which fields can support a requested AgencyZoom report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Index Schema

View the structure and field mappings of an index.

Why this helps

Reports become frustrating when the expected fields are absent or have different types than assumed.

  • Understand available fields before querying.
  • Catch missing or differently typed fields early.
  • Give report preparation a clear starting point.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Elasticsearch once in the Notis portal.
  • 2Create an automation and describe the reporting question and index whose schema to inspect.
  • 3Choose a Notis webhook trigger for the report request.
  • 4Choose where run reports should go, then test with one real example.

Questions about this workflow

Will this create the report?

It inspects an index schema and reports the available structure. It does not run the report query.

What if I do not know the index name?

Use the List Indices action to discover available indices first, then inspect the relevant index schema.

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.

TriggerScheduled

Get Index Schema

View the structure and field mappings of an index.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Indices

Lists available Elasticsearch indices.

ActionInstant

Query Index

Searches an Elasticsearch index for documents.

ActionInstant

Ping Cluster

Pings the cluster to check its connectivity and health.

ActionInstant

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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