Review support cases indexed from Agile CRM
Gather the support records available in your index into a scheduled review that is easier to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Support case reviews can slip when the same records have to be searched and assembled manually each time.
- Query indexed support records on a recurring schedule.
- Summarize matching cases for easier review.
- Keep the report in your chosen channel.
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 support records and time range to query, then ask Notis to summarize the returned cases.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example using a known support query.
Questions about this workflow
Does this workflow update or close support cases?
No. The Query Index action searches Elasticsearch and returns records for review.
Can it prioritize urgent cases?
It can summarize returned data using available fields. The index must include a reliable urgency or priority signal for that assessment.
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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