Make new Agile CRM contacts searchable
Give your team a reliable place to search for recently added customers and prospects.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Why this helps
New contacts can sit outside your search index until someone remembers to export or reindex them.
- Reduce the time between contact creation and search availability.
- Review a scheduled batch instead of exporting contacts by hand.
- Keep CRM discovery close to the tools your team already uses.
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 find contacts added since the previous successful run and add their records to the chosen Algolia index; supply the required fields and stable IDs.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run once with a real new contact and confirm the resulting Algolia record.
Questions about this workflow
Can this workflow detect only contacts added since its last run?
Notis can use returned contact data to compare against a prior run if the available data supports it. If Agile CRM does not provide a creation time or reliable history, supply a date range or another selection rule.
Will adding the same contact create duplicates?
The add-record action uses an auto-generated objectID. For reliable repeat-safe updates, use the add-or-replace action with a stable contact ID instead.
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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