Refresh chatbot pages when linked content changes
Give URL-based knowledge pages a regular refresh when Agile CRM indicates that their public content has changed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Reindex Page
Re-crawls and reindexes a URL-based document to refresh its content.
Why this helps
A public help page can change while the chatbot continues using an older indexed version.
- Reduce manual reindexing after known content changes.
- Keep URL-based documents closer to their current published state.
- Focus refresh work on pages identified by CRM context.
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 identify changed, explicitly matched URL-based pages from available Agile CRM updates and reindex only those pages for the specified agent.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real changed page URL and confirm the matching document was reindexed.
Questions about this workflow
Can this reindex uploaded files?
No. The reindex action only works for URL-based documents.
Does a CRM update always identify the matching page?
Only when the record or supplied context provides a clear URL or document match. Ask Notis to report ambiguous matches for review.
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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