Connect Algolia to Mx Technologies

Both apps 64Algolia 29Mx Technologies 35

• Trigger
  Browse Records

  Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter.

• Action
  Add or Replace Record

  Adds a record to an Algolia index, or replaces the existing record with the same object ID.

• Action
  Batch Indexing

  Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID.

• Action
  Batch Multiple Indices

  Adds, updates, or deletes records across multiple Algolia indices in a single request.

• Action
  Batch Save Query Rules

  Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first.

• Action
  Batch Save Synonyms

  Creates or replaces a batch of synonyms on an Algolia index.

• Action
  Check Task Status

  Returns whether an Algolia indexing task on an index has finished (published) or is still pending.

• Action
  Clear All Synonyms

  Deletes all synonyms from an Algolia index.

• Action
  Clear Index (Delete All Records)

  Deletes every record from an Algolia index while keeping its settings, synonyms and rules.

• Action
  Copy or Move Index

  Copies or moves (renames) an Algolia index to a destination index within the same application.

• Action
  Delete Index

  Deletes an Algolia index together with all its records and settings.

• Action
  Delete Query Rule

  Deletes a query rule from an Algolia index by its ID.

• Action
  Delete Record

  Deletes a single record from an Algolia index by its object ID.

• Action
  Delete Records by Query

  Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused.

• Action
  Delete Synonym

  Deletes a synonym from an Algolia index by its ID.

• Action
  Find Query Rule

  Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence.

• Action
  Find Record

  Returns one record from an Algolia index by its object ID.

• Action
  Find Synonym

  Finds a synonym in an Algolia index by its ID and returns its type, words and replacements.

• Action
  Get Index Settings

  Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting.

• Action
  Get Records (Batch)

  Retrieves one or more records by object ID, potentially from different indices, in a single call.

• Action
  List Indices

  Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time.

• Action
  Partial Update Record

  Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged.

• Action
  Save Record (Auto Object ID)

  Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists.

• Action
  Save Synonym

  Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID.

• Action
  Search for Facet Values

  Searches the values of a facet attribute in an index and returns the matching facet values with their record counts.

• Action
  Search Index

  Searches one Algolia index and returns the matching records (hits) with result counts.

• Action
  Search Multiple Indices

  Runs several search queries against one or more indices in a single request and returns each query's results in the same order.

• Action
  Search Synonyms

  Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count.

• Action
  Update Index Settings

  Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed.

• Action
  Add account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.