Bring Deal Documents Into View
Start a deal review with the documents and history that help explain its current situation.
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
Deal reviews lose momentum when the context behind an opportunity is scattered across documents and notes.
- Collect relevant documents in the deal review report.
- Use request details to focus the search.
- See when the search returns little or no supporting context.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Elasticsearch once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search the specified Elasticsearch index for documents relevant to the deal review context in each webhook request and summarize the findings.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real deal review request.
Questions about this workflow
Does this update the deal in ActiveCampaign?
No. The available Elasticsearch action searches an index and returns findings; it does not update ActiveCampaign deals.
Can the search use a deal name or notes?
Include the deal name and any available notes or other context in the webhook request so Notis can use them to guide the search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Elasticsearch. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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