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Notis

Review effective access to Agile CRM analytics data

See the permissions a specified Unity Catalog object conveys, including inherited access, in a scheduled run report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Effective Catalog Permissions

Retrieves effective permissions, including inherited access.

Why this helps

A direct-grant list may not show the full access picture when permissions flow from parent objects.

  • Include inherited permissions in the access review.
  • Review one specified securable on a recurring schedule.
  • Keep findings available in the 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, and specify the Unity Catalog securable whose effective permissions should be retrieved.
  • 3Choose the Notis cron trigger and review schedule.
  • 4Choose a channel for run reports.
  • 5Test with the real securable and confirm the report includes effective permissions.

Questions about this workflow

How is this different from a direct-grant review?

Effective permissions include privileges conveyed through inheritance as well as direct assignments.

Does this revoke or modify access?

No. The workflow retrieves effective permissions 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.

TriggerScheduled

Add Member to Security Group

Adds a user or group to a Databricks security group.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Custom LLM Agent

Irreversibly deletes a custom LLM agent and all its associated data.

ActionInstant

Create Databricks App

Creates a Databricks app in the workspace.

ActionInstant

Delete Databricks App

Deletes a Databricks app and its associated service principal.

ActionInstant

Deploy Databricks App

Deploys an app from workspace source code and provisions its compute resources.

ActionInstant

Get Databricks App Details

Retrieves an app’s configuration, deployment status, resources, and metadata.

ActionInstant

Get Databricks App Permission Levels

Lists the permission levels available for an app.

ActionInstant

Get Databricks App Permissions

Retrieves who can access an app and their permission levels.

ActionInstant

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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