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Notis

Know which Algolia indexes are available

Get a scheduled inventory of indexes before changing your CRM search workflow.

Trigger

Recurring schedule

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

Action

List Indices

Lists indices and their metadata.

Why this helps

A forgotten or misnamed index can derail routine contact search and synchronization work.

  • See index names and metadata in one run report.
  • Confirm the intended destination before updating CRM data.
  • Reduce delays caused by searching for the right index.

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 list Algolia indexes and summarize which ones are intended for Agile CRM contacts, using information you provide about your naming conventions.
  • 4Pick a recurring Notis schedule and choose where run reports go.
  • 5Run once and confirm the report contains the expected index names.

Questions about this workflow

Can Algolia identify which index belongs to Agile CRM?

The list action returns index names and metadata. If ownership is not evident from that information, provide the expected naming convention or index name.

Does this workflow modify an index?

No. It lists indexes and reports the results.

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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