Get a scheduled snapshot of indexed pipeline records
Start a regular review with the pipeline records available in Elasticsearch, summarized in one report.
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
Preparing a pipeline review means repeating searches and pulling context together by hand.
- Run a repeatable query over indexed pipeline records.
- Get a summary of returned data in one place.
- Reduce manual preparation for recurring reviews.
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 pipeline records and time range to query, then ask Notis to summarize the returned results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example using a known pipeline query.
Questions about this workflow
Will the summary include every field in Agile CRM?
Only fields returned from the Elasticsearch index can inform the summary. The index must contain the pipeline information you need.
Can this detect changes since the last report?
Only if the query results include a usable timestamp or other comparison signal. Otherwise, ask for a current snapshot and treat it as a standalone report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elasticsearch.