Review the Agile CRM data connection in Databricks
Keep connection details easy to find with a scheduled Databricks review and a concise Notis report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Catalog Connection
Retrieves metadata and configuration for a data connection.
Why this helps
External data connection details can become difficult to locate when the team needs to confirm how analytics access is configured.
- Retrieve details for a named Unity Catalog connection on a regular schedule.
- Give the team a consistent review point for Agile CRM data access.
- Route the result to a chosen reporting channel.
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, with a prompt to retrieve details for the named Unity Catalog connection used for Agile CRM data.
- 3Choose the Notis cron trigger and set the review schedule.
- 4Choose where run reports go.
- 5Test with the real connection name and verify the returned details in the report.
Questions about this workflow
Does this schedule discover connections automatically?
No. The prompt should identify the connection by a name or other details available to the automation.
Does this workflow change the connection?
No. It retrieves connection details for review.
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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