Find the right Elasticsearch index for Agile CRM data
Start with a clear view of the indices available for your CRM work, without hunting through cluster tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Indices
Lists available Elasticsearch indices.
Why this helps
You need to search CRM records, but are not sure which Elasticsearch index contains them.
- See available indices before planning a CRM search.
- Reduce time spent guessing where records are stored.
- Get a run report with the index list.
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, ask Notis to list Elasticsearch indices and report those that appear relevant to Agile CRM data.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example by sending the webhook.
Questions about this workflow
Does this workflow detect Agile CRM changes automatically?
No. Agile CRM has no listed trigger events here. An HTTP request to the Notis webhook starts this workflow.
Does listing indices confirm that they contain current CRM data?
No. The list shows available indices. You may need to inspect a candidate index or verify its contents separately.
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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