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Notis

Make updated Agile CRM contacts searchable in Algolia

Send contact updates to Notis and keep your Algolia contact index current without a manual export.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add or Replace Record

Creates a record in an index or replaces the existing record with the same ID.

Why this helps

Contact details change in Agile CRM, but the search index can lag behind and leave your team looking at stale records.

  • Keep searchable contact details current as updates arrive.
  • Use a stable contact identifier to replace the matching Algolia record.
  • Reduce manual exports and repeated CRM lookups.

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 each webhook payload to add or replace the matching contact record in the chosen Algolia index, using the contact's stable ID as objectID.
  • 4Pick the Notis webhook trigger and choose where run reports go.
  • 5Send one real contact update to the webhook and confirm the indexed record.

Questions about this workflow

Does Agile CRM provide a trigger for this automation?

No Agile CRM trigger event is listed here. A Notis webhook starts the automation when an HTTP request is sent to it.

What identifier should the automation use?

Provide the contact's stable Agile CRM ID in the request so Notis can use it as Algolia's objectID.

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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