Keep customer follow-up details current
When a message arrives, update the matching existing customer record with the follow-up information you choose to track.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Partial Update Objects
Tool to partially update multiple records in the specified index. use when you need to change only selected fields of many objects without replacing entire records. use after confirming objectids and desired updates.
Why this helps
Follow-up context gets lost when a customer message stays only in WhatsApp and not in the record your team checks.
- Keep agreed follow-up details with an existing customer record.
- Reduce manual copying of message context into customer records.
- Update selected fields without replacing the whole record.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Algolia once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe the outcome in one instruction, including how to identify an existing record and which follow-up details to update.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real message and an existing record whose identifier and update fields are known.
Questions about this workflow
Will this create a customer record if none exists?
No. Partial Update Objects updates existing records. A record identifier and desired fields must be available.
What should I specify in the instruction?
Name the Algolia index, explain how the existing record is identified, and state which fields to update using information available in the message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Algolia. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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