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Notis

Review the synonyms behind contact discovery

Make search vocabulary easier to inspect when teams use different words for the same customer details.

Trigger

Recurring schedule

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

Action

Search Synonyms

Searches for synonyms in an index.

Why this helps

Search terms can miss useful contacts when vocabulary varies across teams and records.

  • Find synonyms matching a term or filter.
  • Review vocabulary that may affect contact discovery.
  • Spot gaps in search language without editing definitions.

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 synonym query or filter to use, and ask for a concise review of the matching terms.
  • 4Pick a recurring Notis schedule and choose where run reports go.
  • 5Run once with a known synonym and verify the report.

Questions about this workflow

Does this add or change synonyms?

No. Search Synonyms retrieves matching definitions for review.

Can the report tell us whether a synonym is useful?

It can explain likely implications based on the returned terms and context you provide, but usage performance data may be missing.

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.

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

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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