Prepare for lead follow up with relevant indexed context
Before deciding what to do next, pull together the indexed records that matter to the lead and review them in one report.
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
Follow up is easier to miss when useful context sits in a separate search tool from the lead you are working on.
- Gather related indexed records before deciding the next step.
- Make follow up preparation quicker to scan.
- Keep the decision grounded in returned context.
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, specify the index, submitted lead reference, and which returned context should be summarized for follow up.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one lead and verify the summary matches the records returned.
Questions about this workflow
Will this send a follow up message?
No. It searches indexed records and summarizes context for your decision; no outbound action is listed.
Can it include all lead history?
Only history available in the selected index and returned by the query can be summarized.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elasticsearch.