Keep a clear view of tools behind your CRM assistants
A quarterly catalog review helps you recognize the capabilities your CRM assistants depend on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Tools
Tool to retrieve a list of all tools. Use when you need to list every tool available after authentication.
Why this helps
Tool sprawl makes it harder to understand what supports your everyday CRM automation.
- Review available tool metadata on a manageable cadence.
- Keep CRM assistant dependencies easier to understand.
- Identify questions for a future maintenance session.
Setup
Build it in a few focused steps.
- 1Connect NetHunt CRM and Flowiseai to Notis once in the portal.
- 2Create an automation in Automations, or tell Notis what you want in plain language.
- 3Ask Notis to list Flowise tools quarterly and summarize those your NetHunt CRM assistants appear to use or may need.
- 4Pick a quarterly recurring trigger and a channel for run reports.
- 5Test one run and review the summary for clarity.
Questions about this workflow
Does an audit modify the catalog?
No. It lists tools and prepares a summary for your review.
How can I identify tools already in use?
Include known CRM chatflows and relevant tool context in your instruction for Notis to compare.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link NetHunt CRM to Flowiseai. A trigger fires from one place; an action lands in another.
NetHunt CRM triggers
Flowiseai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clone Chatflow
Tool to clone an existing chatflow. Use when you need to duplicate a chatflow by its ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chatflow
Tool to create a new chatflow in FlowiseAI. Use when you need to programmatically set up chatflows with custom configuration. Call after preparing the chatflow parameters.
Delete Chatflow
Tool to delete a chatflow by its ID. Use after confirming the chatflow ID is correct.
Delete Chat Messages
Tool to delete chat messages for a specific chatflow. Use when you need to remove messages based on optional filters. Use after confirming the chatflow ID.
Delete Tool By ID
Tool to delete a specific FlowiseAI tool by ID. Use after confirming the tool ID is correct.
Export Chatflow
Tool to export a chatflow by its ID. Use after confirming the chatflow exists.
Get All Chatflows
Tool to retrieve all chatflows. Use when you need to list existing chatflows after authentication.
Get Single Chatflow
Tool to retrieve a chatflow by its ID. Use when you have a chatflow ID and need its full details.
Connect any two apps with Notis in the middle.
NetHunt CRM and Flowiseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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