Connect Salesforce to Algolia

When something happens in Salesforce, Notis takes the next step in Algolia. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Salesforce to Algolia

View example

Keep Algolia account records current

Update matching Algolia account records when Salesforce accounts are created or changed.

View example

Check new Salesforce leads against Algolia

Search an Algolia index for a possible match when Salesforce creates a lead, then report what Notis finds.

View example

Find related Algolia records after a contact change

Search an Algolia index when a Salesforce contact changes and report related records for follow-up.

View example

Pull Algolia context when a Salesforce task completes

Use a completed Salesforce task to retrieve related Algolia records for the next step.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Algolia. A trigger fires from one place; an action lands in another.

Salesforce triggers

Algolia actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Browse Algolia Index

Tool to retrieve all records from an index. use when you need to export or iterate through an entire index dataset.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.