Keep qualified leads easy to find
Make high-priority leads searchable in the place your team uses for fast lookups.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Why this helps
Sales follow-up slows down when qualified prospects are buried in CRM views or missing from search.
- Make qualified prospects available in a dedicated search index.
- Use stable IDs to keep repeat updates attached to the same record.
- Give sales a faster route to the lead details they need.
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 upsert the webhook's qualified lead into the chosen Algolia index using the lead's stable ID and the CRM fields your team needs for lookup.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real qualified lead and confirm it is searchable.
Questions about this workflow
How does Notis know a lead is qualified?
Include the qualification status in the webhook request or make the upstream sender call the webhook only for qualified leads.
Can the index store custom CRM fields?
Yes, the record can include the fields provided in the request. Decide which fields should be searchable and include those values.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Algolia.