Search indexed documents from an AccuLynx lead
Give Notis a lead or job reference and a clear search request, then let it look for matching documents in Elasticsearch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Manually switching between lead records and document search makes it easy to lose the context behind a job.
- Begin document lookup with context from an AccuLynx lead.
- Search indexed records using the query intent in your instruction.
- Keep the search result and run report together.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, describe how to search Elasticsearch for documents related to a submitted AccuLynx lead or job.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real reference and review the returned documents.
Questions about this workflow
What does the webhook need to provide?
Send the AccuLynx reference and enough context for Notis to understand what document search you want.
Can this search an index that is not known yet?
The query action searches an index. If you need to identify available indices first, use a separate workflow with List Indices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Elasticsearch. A trigger fires from one place; an action lands in another.
Acculynx triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Acculynx and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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