Keep chatbot page details aligned with CRM content
Carry approved content labels and descriptions into the matching knowledge page when the source record is updated.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Page Metadata
Updates metadata for a page in a project.
Why this helps
A page's title or description can fall out of sync with the content owners' latest description in Agile CRM.
- Reduce repetitive metadata edits.
- Make pages easier to recognize in the agent knowledge base.
- Apply only explicit approved details from the webhook.
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 matched page's explicit approved metadata fields from the webhook, using the supplied project and page identifiers.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one approved metadata change and verify the intended page details.
Questions about this workflow
Can this change the page content itself?
No. It updates page metadata such as title, description, URL, image, and custom metadata fields.
What if the CRM update does not identify one page?
Have Notis report the ambiguity and skip the update unless a unique page match is supplied.
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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