Find existing customer context before you respond
Search team knowledge from the account update and bring likely relevant pages into view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
CQL Search
Searches Confluence content using advanced queries.
Why this helps
Preparing for a customer conversation can mean searching several spaces for details the team already documented.
- Search existing Confluence content using the contact or account context provided.
- Reduce duplicate research before customer conversations.
- Return relevant page titles and references for human review.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Confluence once in Notis.
- 2Create an automation named Customer Context Search.
- 3Ask Notis to use the submitted contact or account details to search Confluence for related knowledge and return the most relevant results with references.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real account update and confirm the returned pages are relevant.
Questions about this workflow
Does this create or change Confluence content?
No. It searches existing content and returns results for preparation.
What if a contact name matches many pages?
Include additional context such as company or product in the request, and ask Notis to show the match basis and avoid claiming an uncertain result is definitive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Confluence. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Adds labels to a page or blog post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CQL Search
Searches Confluence content using advanced queries.
Create Blogpost
Creates a new blog post in a space.
Create Blogpost Property
Adds custom metadata to a blog post.
Create Whiteboard Property
Adds custom metadata to a whiteboard.
Create Page
Creates a new page in a space.
Create Footer Comment
Adds a footer comment to a Confluence page, post, attachment, or other content.
Create Page Property
Adds custom metadata to a page.
Connect any two apps with Notis in the middle.
Agile CRM and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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