Make new AgencyZoom clients searchable
New client details can become searchable as soon as they arrive, without a separate indexing chore.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Why this helps
New client records are easy to overlook when search indexes rely on manual entry.
- Make new client information available in search sooner.
- Avoid a separate manual indexing step.
- Keep client lookup in the flow of daily 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 an Algolia client record when new client data arrives, including the stable fields needed for later lookup.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real new client example and confirm the record appears.
Questions about this workflow
Does this trigger come directly from an AgencyZoom event?
No. AgencyZoom triggers are not listed here. A webhook starts the automation when an HTTP request is sent to Notis.
How is the record identified?
This action assigns an objectID automatically. If you need updates to reuse the same ID, use Add or Replace Record with a stable objectID instead.
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
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