Spot possible contact duplicates as they enter HubSpot
A new contact arrives. Notis checks your Algolia contact index for similar records and returns matches for review.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Search Algolia Index
Tool to perform a search on a specified algolia index. use after confirming the index name. example: searchindex(index name='contacts', query='apple', search params={'hitsperpage':10})
Why this helps
New contacts can be easy to miss in a growing CRM, especially when duplicate records split notes and follow-up across multiple profiles.
- Surface possible duplicate contacts as they are created.
- Keep duplicate review close to the moment a new record arrives.
- Reduce manual searching across CRM records.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to search the Algolia contacts index for records similar to each new HubSpot contact and report likely matches.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and confirm the index contains useful contact fields.
Questions about this workflow
Does this workflow merge duplicate records?
No. It searches Algolia and reports possible matches for review. The listed Algolia actions do not merge HubSpot contacts.
What does the search need to match contacts?
The Algolia index needs searchable contact details such as name, email, or company. Tell Notis which details to use in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Algolia. A trigger fires from one place; an action lands in another.
Hubspot triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add AB Test
Tool to create an ab test comparing search performance between two variants. use to test different index configurations or search parameters and measure impact on click-through and conversion rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Tool to retrieve all records from an index. use when you need to export or iterate through an entire index dataset.
Contact Created Trigger
Contact Created Trigger
Clear Objects
Tool to clear records of an index without affecting settings. use when you need to completely wipe all objects (e.g., after a bulk reindex) while preserving index configuration.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Clear Rules
Tool to delete all rules in an index. use when you need to wipe all rules before re-creating them. use after confirming no critical rules require retention.
Clicked Object IDs
Tool to send a click event to algolia to capture clicked items. use immediately after a user click outside of search contexts to report click events.
Clicked Object IDs After Search
Tool to send a click event after a search response. use when you want to report which items a user clicked in search results.
Converted Object IDs
Tool to send a conversion event for items outside of search context. use when tracking conversions on category pages or external flows unrelated to algolia search.
Copy Index
Tool to copy the specified index to a new index. use when you need to duplicate an existing index including records, settings, synonyms, and rules after confirming source and destination names.
Connect any two apps with Notis in the middle.
Hubspot and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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