Refresh client search records on a schedule
Give client search a regular refresh so routine changes do not wait for someone to notice them.
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
When updates are not sent individually, search records can drift from the client information your team uses.
- Refresh matching records on a predictable cadence.
- Reduce accumulated differences between AgencyZoom and search.
- Keep recurring maintenance out of a manual checklist.
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: refresh matching Algolia client records using the AgencyZoom data made available to the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real client record and confirm the updated Algolia record.
Questions about this workflow
Does the schedule automatically retrieve AgencyZoom data?
The listed AgencyZoom context provides no trigger events or data retrieval details. Make sure the scheduled run has access to the AgencyZoom data it should process.
Will existing records be replaced?
Yes, when the instruction uses Add or Replace Record with a matching 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
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