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Explain Algolia settings during onboarding

Help new users understand search behavior without reading configuration screens.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Get Index Settings

Tool to retrieve the settings of a specified index. use when you need to inspect index configurations after creation or update.

Why this helps

Configuration details are difficult to find and interpret during onboarding.

  • Shorten onboarding time
  • Make settings easier to understand
  • Create a reusable configuration summary

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Algolia in Notis once.
  • 2Create an automation for search configuration onboarding.
  • 3Tell Notis to retrieve settings for the named index and summarize searchable attributes, ranking, and other relevant configuration.
  • 4Pick New User Created as the trigger.
  • 5Choose a report channel and test with one new user.

Questions about this workflow

Can the user name the index?

Yes. Include the index name in the automation instruction or ticket context.

Does it modify settings?

No. This workflow only retrieves and explains them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk 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

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

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

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

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

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

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

Connect any two apps with Notis in the middle.

Zendesk and Algolia, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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