Keep AgencyZoom client records searchable in Algolia
Send client updates into search as they happen, so your team can find the latest details without switching tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Why this helps
Client details get stale in search when updates in AgencyZoom need to be copied over by hand.
- Keep searchable client records aligned with AgencyZoom updates.
- Find contact details without manually checking multiple systems.
- Reduce missed edits during busy client work.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: add or replace the matching Algolia client record when AgencyZoom client data arrives.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real client update and confirm the indexed record.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Configure the AgencyZoom-side process to send the client update to that webhook.
What if the Algolia object already exists?
Add or Replace Record replaces a record with the same objectID, or creates it if it does not exist. The instruction should identify a stable objectID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Algolia. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Algolia, 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 Algolia.