Pull together the contact records you need
Gather a known set of contacts into one scheduled report instead of opening records one at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple objects
Retrieves multiple records from an index.
Why this helps
Reviewing several customer records individually adds interruptions to a busy founder's day.
- Retrieve multiple known records in one action.
- Create a concise handoff or review from returned data.
- Spend less time opening records one by one.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which known contact objectIDs to retrieve from the confirmed Algolia index and what details to summarize.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run once with a small set of known IDs and compare the returned details.
Questions about this workflow
Where do the objectIDs come from?
Provide the IDs in the prompt, webhook-fed data, or another supported source available to the automation.
Does this find contacts by name?
This action retrieves records by their objectIDs. Use a search action first if you need to discover matching records.
When this happens · Trigger
Do this · Action
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.
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.
Agile CRM and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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