Make agency performance summaries searchable
Keep a searchable record of the performance summary your team wants to revisit, without hunting through past reports.
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
Useful performance summaries are hard to find again when they live only in one-time reports or conversations.
- Keep selected summaries available for later search.
- Replace a prior summary record using a stable objectID.
- Reduce time spent looking for past performance context.
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: save or replace an Algolia record containing the performance summary and its review period.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real summary and verify it is searchable.
Questions about this workflow
Does Algolia calculate the performance summary?
No. This workflow stores summary content supplied to the run. The listed Algolia action adds or replaces a record.
How can summaries be updated?
Use a consistent objectID, such as one tied to the review period, so Add or Replace Record updates the intended record.
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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