Update only the contact details that changed
Keep CRM-driven contact details fresh while preserving other fields already stored in Algolia.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Partial Update Objects
Partially updates multiple records in an index.
Why this helps
Replacing an entire record for a small change can overwrite search data maintained by other processes.
- Update selected values without replacing the whole record.
- Keep the Algolia contact index aligned with CRM changes.
- Avoid manual edits for routine changes to contact details.
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 to use the webhook payload and stable contact ID to partially update only the specified fields in the chosen Algolia index.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real contact field change and verify the intended fields changed.
Questions about this workflow
What must the webhook payload include?
It needs a stable objectID matching the Algolia record and the values to update. Specify which fields are authoritative in Agile CRM.
Does this replace the full record?
No. Partial Update Objects updates selected fields on matching records, so use it for targeted changes.
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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