Keep AgencyZoom search terminology in sync
Help people find client and policy records using the terms they already use in daily work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Save Synonym
Adds or updates a synonym in an index.
Why this helps
Searches miss useful results when familiar agency terms are not represented in index synonyms.
- Add or update terms used to find records.
- Keep search language aligned with agency terminology changes.
- Reduce repeated reformulation of search queries.
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 update the specified synonym in the Algolia index when terminology details arrive.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one approved synonym and verify the intended searches.
Questions about this workflow
Will this delete existing synonyms?
No. Save Synonym adds or updates a synonym. It does not clear the index's synonyms.
Where do synonym terms come from?
Provide the terms in the webhook data or automation instruction. This action does not infer missing terminology.
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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