Keep knowledge source refresh settings aligned with maintenance policy
When a source's maintenance policy changes, apply the specified refresh settings to the matching CustomGPT source.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Source Settings
Updates how a data source is indexed, refreshed, and synced.
Why this helps
Knowledge sources can keep refreshing at the wrong cadence after their owner changes maintenance expectations.
- Apply source maintenance decisions without repetitive settings work.
- Keep update behavior aligned with an explicit policy.
- Make source changes visible through run reports.
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, say to update only the specified source's refresh settings when the webhook includes an approved policy, source identifier, and explicit settings.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one approved maintenance change and confirm the correct source settings were updated.
Questions about this workflow
Can Notis infer the right refresh frequency from a CRM note?
Do not rely on inference. Include the approved frequency or refresh setting explicitly in the webhook payload.
What settings can this action change?
It can configure source indexing and refresh behavior supported by CustomGPT, including auto-sync frequency and crawl-related settings.
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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