Keep a recurring inventory of CRM data indices
Get a simple index inventory on a schedule so you can start data work with current context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Indices
Lists available Elasticsearch indices.
Why this helps
The available indices are easy to forget, especially when several CRM reports depend on different data sets.
- Refresh your view of available indices on a schedule.
- Make index discovery part of a routine.
- Receive a readable inventory in run reports.
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 available Elasticsearch indices and summarize those relevant to Agile CRM data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example by running the automation once.
Questions about this workflow
Does this inventory show whether each index is up to date?
No. Listing indices does not establish data freshness. That would require a timestamp or other freshness signal in the data.
Can the inventory include only matching names?
The List Indices action supports filtering by pattern, health status, or other criteria. State the desired 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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