Keep customer profiles current across search
When a customer detail changes, make the updated profile available for fast lookup.
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
Teams can make decisions from outdated customer profiles when changes are not reflected in search.
- Refresh the profile using its stable contact ID.
- Keep changes from CRM available to search and support workflows.
- Reduce manual reconciliation between customer records.
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 upsert the changed customer profile from the webhook payload into the confirmed Algolia index, keyed by the stable contact ID.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real profile change and confirm the updated profile is searchable.
Questions about this workflow
What counts as an important profile change?
Specify the fields or change types the webhook sender should include. Agile CRM trigger events are not listed in this package.
Will this preserve fields not in the payload?
Add or Replace Record replaces the record. Include all fields that must remain, or use Partial Update Objects when only selected fields should change.
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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