Review the settings behind contact search
See the current configuration for your CRM contact index before making a search change.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Index Settings
Retrieves the settings of an index.
Why this helps
Search behavior can be hard to explain when nobody can quickly see the index settings behind it.
- Make current index configuration easier to inspect.
- Prepare for a deliberate search quality change.
- Reduce time spent locating relevant settings.
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 retrieve settings for the exact Algolia contact index and summarize the specified settings for review.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run once and confirm the summary reflects the current settings.
Questions about this workflow
Does this change settings?
No. Get Index Settings reads the current configuration for review.
Can Notis assess whether a setting is correct?
It can summarize returned settings against guidance you provide. Give it your intended behavior or baseline if you want a comparison.
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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