Search across the indexes your team relies on
Bring related contact search results into one report when customer data is split across indexes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Multiple Indices
Searches multiple indices in one operation.
Why this helps
Searching separate indexes one at a time makes it harder to get a complete view of a customer.
- Search more than one index in a single action.
- Combine related matches into one report.
- Reduce repetitive searches when CRM data is split across indexes.
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 which confirmed indexes to search, what query to use, and how to combine matching contact results.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run once with a known query and confirm matches from the intended indexes.
Questions about this workflow
Can this search any index automatically?
Specify the indexes to search. The action searches multiple indices, but the intended indexes and queries must be supplied.
Will this deduplicate contacts across results?
Notis can summarize overlaps when returned records include a common identifier. Confirm that stable IDs are included.
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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