Review which plugins your support agent is configured to use
Make plugin configuration part of a recurring check on the agent supporting your customer operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Agent Plugins
Retrieves an agent’s plugin details, status, and metadata.
Why this helps
Plugin status and configuration can change without being visible to the people managing customer support in Agile CRM.
- See plugin configuration and status for a selected agent.
- Compare setup with available operating requirements.
- Make configuration checks easier to repeat.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve plugin details for the chosen agent and report differences from any supplied Agile CRM operating requirements.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real agent and verify the report distinguishes observed plugin settings from supplied requirements.
Questions about this workflow
Will this enable or disable plugins?
No. This action retrieves plugin details for inspection.
Does it know the team's requirements automatically?
Only if those requirements are available from Agile CRM or supplied in the instruction. Otherwise it can report the observed configuration without judging it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Customgpt. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agile CRM and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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