See which search rules may affect contact results
Get a focused view of matching rules when your team is investigating contact search behavior.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Rules
Why this helps
Search behavior can change because of rules that are hard to remember or locate during a busy day.
- Find rules matching a query or filter.
- Make search behavior easier to investigate.
- Give the team a report to review before changing rules.
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 index and rule criteria to search, then summarize the matching rules without changing them.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run once with a known rule or query and verify the results.
Questions about this workflow
Does this edit or delete rules?
No. Search Rules retrieves matching rules for review.
What criteria can be used?
Specify the rule query or supported filters, such as context or enabled status, based on the action's available inputs.
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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