Understand the fields in your CRM index
Know what an index can answer before you build a search or ask for a report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Index Schema
View the structure and field mappings of an index.
Why this helps
You are unsure which fields exist in a CRM index, so query planning turns into trial and error.
- See field names and types before querying.
- Avoid repeated searches against nonexistent fields.
- Get a concise schema summary in your run report.
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 retrieve the schema for a specified CRM index and summarize the fields useful for your task.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example by sending the webhook with an index to inspect.
Questions about this workflow
Does this workflow choose an index for me?
No. Provide the index name in the instruction or webhook request, or first use a separate workflow to list available indices.
Can it show fields that are not in the mapping?
No. The schema action reports the mapping Elasticsearch provides for the specified index.
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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