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Keep a campaign's prospect segment current

Refresh the records tied to a campaign without reworking the entire lead index.

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

Campaign prospect lists can lose accuracy while teams focus on launching and delivery.

  • Refresh a clearly defined campaign segment.
  • Use known IDs to target the intended records.
  • Keep campaign lead details easier to retrieve.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Algolia once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe the campaign segment to revisit and replace each selected Algolia record using its known objectID.
  • 4Choose a recurring schedule and a report channel.
  • 5Test with one real campaign prospect and review the updated record.

Questions about this workflow

How should the segment be identified?

Specify the campaign scope and the known objectIDs for records to replace.

Can it safely replace only some fields?

This action replaces the full record. Use partial updates when only selected fields should change.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Aeroleads 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.

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

When this happens · Trigger

Do this · Action

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