Find the contacts your team needs to follow up with
Ask Notis to search a segment in Algolia and return a compact list for your next work block.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Algolia Index
Searches a specified index.
Why this helps
Finding the right customer segment across tools can turn a simple follow-up into a context-switching task.
- Get a focused list of matching contacts on a schedule.
- Use natural language to describe the search criteria.
- Reduce repeated filtering across CRM and search tools.
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 contact criteria to search for in the confirmed Algolia index and how to summarize the returned matches.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run once with a known query and verify the returned contacts.
Questions about this workflow
Does this search Agile CRM directly?
The action searches an Algolia index. The index must contain the relevant Agile CRM contact data.
How should I define the segment?
Describe the query and any supported search parameters in the automation prompt. Confirm the index name and the fields available for search.
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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