Find matching contacts in your CRM index
Ask for the contacts you need and get matching indexed records in a run report.
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
Finding a targeted group of contacts takes repeated searches and manual scanning across tools.
- Search indexed contact data using a specific request.
- Reduce manual scanning of CRM records.
- Return matching results with the query context.
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 contact criteria and ask Notis to query the relevant Elasticsearch index and summarize matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example by sending a request for a known contact or segment.
Questions about this workflow
Does this search read directly from Agile CRM?
This workflow queries Elasticsearch. It can only return CRM data that is present in the specified Elasticsearch index.
Can I request a particular date range or page of results?
The Query Index action supports filters, time ranges, and pagination. State the needed scope in your instruction.
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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