Turn a contact lookup request into search results
Send a lookup request and get matching contact records without opening multiple tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Algolia Index
Searches a specified index.
Why this helps
A quick customer lookup can interrupt focused work when it requires navigating through several screens.
- Start a lookup with an HTTP request.
- Use Algolia search to find matching indexed contacts.
- Return a concise result for a handoff or follow-up.
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 Algolia contact index using the query in the webhook request and summarize the matching records.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real lookup request and check that the expected contact appears.
Questions about this workflow
What should the HTTP request include?
Include a search query and any criteria the automation needs. Confirm the target index and which fields are available for search.
Does this retrieve contacts from Agile CRM live?
The action searches Algolia. It returns CRM contacts only if the relevant records have been indexed there.
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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