Create a Unity Catalog connection for Agile CRM data
Start a connection request with a clear prompt, then let Notis create the Unity Catalog connection in Databricks.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Catalog Connection
Creates a connection to an external data source.
Why this helps
Connection setup details can get scattered across messages, slowing down analytics work and making requests easy to miss.
- Consolidate a connection request into one automation prompt.
- Use provided connection details to create a Unity Catalog connection.
- Send a run report to the channel where the team tracks analytics work.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Databricks once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Unity Catalog connection for Agile CRM using the connection details included in each request.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real request and verify the connection details in Databricks.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger event is available here. The workflow starts when a request reaches its Notis webhook.
Where do the connection details come from?
Include the required details in the request sent to the webhook. Notis cannot infer missing connection settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Databricks. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Databricks actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Member to Security Group
Adds a user or group to a Databricks security group.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Custom LLM Agent
Irreversibly deletes a custom LLM agent and all its associated data.
Create Databricks App
Creates a Databricks app in the workspace.
Delete Databricks App
Deletes a Databricks app and its associated service principal.
Deploy Databricks App
Deploys an app from workspace source code and provisions its compute resources.
Get Databricks App Details
Retrieves an app’s configuration, deployment status, resources, and metadata.
Get Databricks App Permission Levels
Lists the permission levels available for an app.
Get Databricks App Permissions
Retrieves who can access an app and their permission levels.
Connect any two apps with Notis in the middle.
Agile CRM and Databricks, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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