Keep Algolia contact records current from email
Turn useful details in new emails into focused updates to the right contact records.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Partial Update Objects
Tool to partially update multiple records in the specified index. use when you need to change only selected fields of many objects without replacing entire records. use after confirming objectids and desired updates.
Why this helps
Contact details and context arrive in email, then get lost before anyone updates the search index.
- Reduce manual copying from email into contact records.
- Update only relevant fields on a matching record.
- Keep useful customer context available in Algolia.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Algolia once in the Notis portal.
- 2Create an automation and describe which contact details to update from new emails.
- 3Pick the Agent mail New Email Received trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real email and review the resulting record update.
Questions about this workflow
Will this create a contact when no match exists?
This workflow is for updating matching records. Specify how to handle unmatched contacts in your instruction, and confirm that behavior is supported before relying on it.
What should the instruction include?
Name the Algolia index, explain how to identify the contact, and specify which email details may update which existing fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Algolia. A trigger fires from one place; an action lands in another.
Agent mail triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Email Received
Trigger for new emails in an AgentMail inbox
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Copy Index
Tool to copy the specified index to a new index. use when you need to duplicate an existing index including records, settings, synonyms, and rules after confirming source and destination names.
Connect any two apps with Notis in the middle.
Agent mail and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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