Keep a reference copy of contact search rules
Capture the current rules so your team has a useful reference before planned search changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export Rules
Exports all rules from an index.
Why this helps
Important search rules are easy to overlook when a configuration change needs to be reviewed or reproduced.
- Export all rules defined on the specified index.
- Keep a reviewable reference for planned changes.
- Reduce manual effort when comparing rule configurations.
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 export rules from the exact contact index and summarize or retain the returned rule data in the run report.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run once and confirm the expected rules are included in the report.
Questions about this workflow
Does this restore rules if they change?
No. Export Rules retrieves the current rules. Restoring or replacing them requires a separate action and a deliberate review.
What if there are no rules?
The report should state that no rules were returned, based on the action result.
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.