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Notis

Keep your ActiveTrail contact index current

Let Notis refresh contact records on a schedule, so the details you search in Algolia do not depend on a manual export.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Add or Replace Record

Creates a record in an index or replaces the existing record with the same ID.

Why this helps

Contact information used for research or support can go stale when updates require someone to export and re-upload lists.

  • Refresh contact records without a recurring export task.
  • Use a stable contact identifier to replace the right Algolia record.
  • Keep the index useful for searches based on contact details you choose to include.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Algolia once in the Notis portal.
  • 2Create an automation and describe which ActiveTrail contact details to retrieve and how to update their Algolia records.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where Notis run reports should go.
  • 5Test with one real contact and confirm its Algolia record is created or replaced as intended.

Questions about this workflow

Does ActiveTrail provide a scheduled trigger here?

No ActiveTrail trigger events are listed for this workflow. The Notis schedule starts the automation, which can then retrieve data through the connected app.

How should duplicate contacts be handled?

Use a stable objectID, such as an identifier available from ActiveTrail, so the add-or-replace action updates the corresponding record.

Will every field in a contact list be indexed?

Describe the useful fields in the automation instruction. Include only details that ActiveTrail returns and that you want searchable in Algolia.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Algolia. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Algolia actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add AB Test

Creates an A/B test to compare search performance between two index variants.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Browse Algolia Index

Retrieves all records from an index.

ActionInstant

Add or Replace Record

Creates a record in an index or replaces the existing record with the same ID.

ActionInstant

Clear Objects

Removes all records from an index while keeping its settings.

ActionInstant

Add Record to Index

Adds a record to an index, replacing any record with the same generated ID.

ActionInstant

Clear Rules

Deletes all rules from an index.

ActionInstant

Clicked Object IDs

Reports clicked items outside a search context.

ActionInstant

Clicked Object IDs After Search

Reports items clicked in search results.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Algolia, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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