Check new leads for a possible Algolia match
When a lead arrives, have Notis search your chosen Algolia index for a likely match and send the result where you review run reports.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Find Object
Tool to find the first object matching a query or filter in an index. use when debugging relevance or filter logic after confirming index exists.
Why this helps
A new lead can look like a fresh opportunity while a similar record is already in a search index.
- Surface possible matching records as soon as a lead is created.
- Avoid switching apps for a first-pass duplicate check.
- Send the search result to a report channel for review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Algolia once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, with a name and an instruction to search the chosen Algolia index for a likely match to each new lead and report the result.
- 3Pick the Salesforce New Lead trigger.
- 4Choose where run reports should go, then test with one real lead example.
Questions about this workflow
Will this decide whether two leads are duplicates?
It can surface a likely match from Algolia for review. The search index and query need to contain enough information to make that check useful.
Can it search any Algolia index?
Tell Notis which existing index to search in your instruction.
When this happens · Trigger
Do this · Action
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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