Connect Agile CRM to Elasticsearch

When something happens in Agile CRM, Notis takes the next step in Elasticsearch. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Agile CRM to Elasticsearch

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Find Agile CRM indices in Elasticsearch

Check which Elasticsearch indices are available for Agile CRM data before starting a search or report.

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Understand an Agile CRM index schema

Retrieve an Elasticsearch index mapping so you can see which CRM fields and data types are available.

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Search indexed CRM contacts

Run a focused Elasticsearch query over indexed Agile CRM contacts and return matching records for follow-up.

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Review indexed campaign audience records

Query indexed CRM records for a campaign audience and summarize the returned matches for review.

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Check Elasticsearch before CRM reporting

Ping Elasticsearch on a schedule and report whether the cluster responds before your CRM reporting routine.

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Get a recurring CRM index inventory

List Elasticsearch indices on a recurring schedule and report the current inventory relevant to CRM data.

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Summarize indexed CRM pipeline records

Run a scheduled query over indexed CRM pipeline records and summarize the results returned by Elasticsearch.

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Review indexed CRM support cases

Query indexed Agile CRM support records on a schedule and summarize the cases returned for review.

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Elasticsearch. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Elasticsearch actions

Recurring trigger

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

TriggerScheduled

Get Index Schema

View the structure and field mappings of an index.

ActionInstant

Webhook trigger

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

TriggerInstant

List Indices

Lists available Elasticsearch indices.

ActionInstant

Query Index

Searches an Elasticsearch index for documents.

ActionInstant

Ping Cluster

Pings the cluster to check its connectivity and health.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.