Keep CustomGPT support answers current with Agile CRM updates
Send approved support guidance from Agile CRM to CustomGPT as it is ready, so customers can get answers from the latest help content.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Why this helps
Support guidance gets updated in Agile CRM, but the chatbot knowledge base can lag behind and give customers stale answers.
- Reduce manual copying of approved support guidance.
- Keep chatbot knowledge aligned with CRM updates.
- Make knowledge updates part of the existing support workflow.
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 add approved FAQ content from each Agile CRM webhook to the specified CustomGPT project as a source.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real, approved FAQ update and confirm the source was added.
Questions about this workflow
Does Agile CRM provide a built-in trigger for this workflow?
No. Start it with a Notis webhook and have Agile CRM or an existing connector send the approved FAQ update to that webhook.
Will every CRM update be added to CustomGPT?
Tell Notis to process only approved FAQ or help content present in the incoming webhook. The automation cannot infer approval if the payload does not indicate 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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