Keep priority client profiles current in search
Choose the clients that deserve a reliable search presence, then schedule Notis to refresh their indexed details from Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Why this helps
Important client records can become stale in search when nobody remembers to refresh them after CRM changes.
- Refresh a user-selected set of priority client records.
- Use stable IDs to replace the corresponding indexed records.
- Reduce manual maintenance for high-value client context.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which priority clients to retrieve from Agiled and to add or replace each matching Algolia record by its stable object ID.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real priority client and verify the existing Algolia record is replaced as intended.
Questions about this workflow
How does Notis know which clients are priority clients?
Name the clients or provide a list or selection rule in the automation prompt. Do not rely on an unlisted Agiled trigger or filter screen.
Why use stable object IDs?
Stable IDs let Algolia replace the same record on each run instead of creating another record for that client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Algolia. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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