Review a campaign audience from indexed CRM data
Check the audience records available in your index before you move into campaign work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Audience checks can get buried in repeated searches, making it harder to review who appears to qualify.
- Pull audience candidates from indexed CRM data.
- Make the requested criteria visible in the run report.
- Review matches before acting in the CRM.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, describe the campaign audience criteria and ask Notis to query the relevant index and summarize matching records.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example using a small, known audience.
Questions about this workflow
Does this workflow send a campaign?
No. It queries Elasticsearch and reports matching indexed records for review.
Can it evaluate criteria absent from the index?
No. The index must contain the fields needed for the criteria. Ask Notis to identify missing data if the query cannot support a requested condition.
When this happens · Trigger
Do this · Action
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.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Agile CRM and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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