Surface contact records that may need deduplication
Let Notis gather likely duplicate candidates so your team can review them together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Object
Finds the first object matching a query or filter in an index.
Why this helps
Duplicate contacts make sales history harder to trust and create repeated follow-up work.
- Collect likely matches into a single review.
- Use existing indexed contact fields to spot candidates.
- Keep merge decisions with a person who can verify CRM history.
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 search the confirmed contact index for records matching your chosen duplicate criteria and summarize candidates without merging or deleting them.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run against a known duplicate pair and confirm both records appear for review.
Questions about this workflow
Will this merge duplicate contacts?
No. It searches and summarizes candidates for human review; no merge action is listed.
What data is needed to find duplicates?
The index must contain fields useful for matching, such as email or normalized name. Specify the criteria and confirm those fields are indexed.
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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