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Search multiple agency indices in one run

Ask one question across client and policy indices, then review the returned matches in one report.

Trigger

Webhook received

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

Action

Search Multiple Indices

Searches multiple indices in one operation.

Why this helps

Finding related information can mean repeating the same search across several indices.

  • Search multiple indices in a single action.
  • Gather related results for one review.
  • Reduce repeated query setup across separate searches.

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: search the specified Algolia indices for the supplied client or policy query and summarize the results by index.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real query and confirm each intended index is searched.

Questions about this workflow

Does this query AgencyZoom directly?

No. It searches the specified Algolia indices. AgencyZoom data must already be available in those indices or supplied to the run.

Can it search different queries per index?

Search Multiple Indices supports searches across multiple indices in one call. Specify the intended queries and indices in the instruction and verify behavior in a test run.

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.

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.

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

When this happens · Trigger

Do this · Action

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