Find relevant contacts for Affinity deals
Bring likely contacts into view before your next deal follow-up block.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Algolia Index
Searches a specified index.
Why this helps
Finding the right people across a deal pipeline can turn a quick follow-up into a context-switching task.
- Surface contact matches ahead of follow-up.
- Reduce repetitive searching across tools.
- Keep results available in the selected run-report channel.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to review the relevant Affinity deals, search the named Algolia index for related contacts, and report possible matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and verify the returned contacts are relevant.
Questions about this workflow
Will it determine which deals are relevant?
Tell Notis which deals to consider in the instruction, such as deals you provide or a clearly described pipeline segment.
Does this update Algolia?
No. This workflow searches an index and reports matches; it does not change records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Algolia. A trigger fires from one place; an action lands in another.
Affinity triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add AB Test
Creates an A/B test to compare search performance between two index variants.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Retrieves all records from an index.
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Clear Objects
Removes all records from an index while keeping its settings.
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Clear Rules
Deletes all rules from an index.
Clicked Object IDs
Reports clicked items outside a search context.
Clicked Object IDs After Search
Reports items clicked in search results.
Connect any two apps with Notis in the middle.
Affinity and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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