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Notis

Connect Agile CRM to Algolia

When something happens in Agile CRM, Notis takes the next step in Algolia. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Examples

Ways Notis can move work from Agile CRM to Algolia

View example

Keep Agile CRM contacts searchable in Algolia

Upsert a contact into Algolia when an Agile CRM contact update is sent to a Notis webhook.

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Add new Agile CRM contacts to Algolia

On a schedule, add eligible Agile CRM contacts to an Algolia index for fast lookup.

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Refresh selected Algolia contact details

Use an Agile CRM webhook payload to update selected fields on matching Algolia contact records.

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Find CRM contacts from a scheduled query

Run a scheduled Algolia search for a CRM contact segment and report the matching records for follow-up.

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Review Algolia indexes used for CRM search

Schedule an inventory of Algolia indexes so your team can confirm which indexes are available for CRM search workflows.

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Make qualified Agile CRM leads searchable

When a qualified lead is sent to a Notis webhook, add or replace its Algolia record for quick sales lookup.

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Remove deleted CRM contacts from Algolia

Use a webhook carrying confirmed contact IDs to remove matching records from an Algolia index.

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Retrieve selected CRM contact records

Fetch a known set of contact records from Algolia on a schedule for a concise review or handoff.

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Find possible duplicate CRM contacts

Search an Algolia contact index on a schedule for records matching a duplicate review query and summarize candidates.

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Algolia. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Algolia actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add AB Test

Creates an A/B test to compare search performance between two index variants.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Browse Algolia Index

Retrieves all records from an index.

ActionInstant

Add or Replace Record

Creates a record in an index or replaces the existing record with the same ID.

ActionInstant

Clear Objects

Removes all records from an index while keeping its settings.

ActionInstant

Add Record to Index

Adds a record to an index, replacing any record with the same generated ID.

ActionInstant

Clear Rules

Deletes all rules from an index.

ActionInstant

Clicked Object IDs

Reports clicked items outside a search context.

ActionInstant

Clicked Object IDs After Search

Reports items clicked in search results.

ActionInstant
Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only
Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match
Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

Notis

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.

  • Full run history with inputs, outputs and traces
  • Replay any run with edited inputs
  • Approval inbox, confirm via chat in one tap
  • Audit logs for compliance teams

Automations

Inbox

All12Manager5Telegram1Messages0Whatsapp2Email4Slack8

Migrate background jobs to a durable queue You can cancel it through Stripe

3 days

Notis v3 release update This one’s v3: Notis Manager (desktop app with …

8 days

Add multi-tenant RBAC User initiates a voice call

13 days

Draft pricing v (tiers, limits, overages) and sanity-check margins

2 weeks

Verify analytics events for new features That’s a really interesting automat…

1 month

Everything in the box.

Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.

AI in the middle

Every step can include an LLM call: summarise, classify, extract, rewrite.

Full observability

Every run, every step, every input, all replay-able from Mission Control.

Human in the loop

Pause for approval. Notis pings you in chat with one-tap approve.

Self-healing

When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.

Related pairs

More ways to connect Agile CRM and Algolia

Connect any two apps with Notis in the middle.

Agile CRM and Algolia, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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