Keep agent names aligned with approved CRM updates
Route an approved naming change through a webhook and update the intended CustomGPT project without hunting through settings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Project
Updates an agent’s name or basic configuration without changing its knowledge base.
Why this helps
A product or service rename can leave agent names outdated, confusing the team about which chatbot is current.
- Reduce manual agent renaming after an approved change.
- Keep the intended project easier to identify.
- Use an existing CRM update to start the maintenance task.
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 the specified CustomGPT project's name only when an approved webhook contains an explicit new name and project identifier.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one approved rename payload and confirm the correct project name changed.
Questions about this workflow
Does this rename the project automatically for every CRM change?
No. The instruction should require an explicit approved rename and project identifier in the webhook payload.
Does changing the project name change its knowledge base?
The action updates the project name or configuration properties supported by the action. It does not add or remove knowledge sources.
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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