Turn a lead related document search into a clear triage
Search from the lead context and ask Notis to organize matching indexed records around the decision you need to make.
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
A large search result is hard to act on when useful records are mixed with less relevant material.
- Use explicit criteria to organize query results.
- Reduce the effort of scanning a long document list.
- Keep triage focused on the lead or job at hand.
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, lead context, search intent, and how Notis should organize the returned records.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one lead and review the triage against the underlying results.
Questions about this workflow
Does Elasticsearch provide the triage categories?
No. State the criteria you want Notis to use when organizing the returned query results.
Can the workflow infer undocumented lead history?
Only information supplied in the request or returned by the query can inform the triage.
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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