Surface relevant indexed records when a deal moves stages
When a HubSpot deal changes stage, Notis searches the Algolia index you specify for records relevant to the deal details you provide.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Search Algolia Index
Tool to perform a search on a specified algolia index. use after confirming the index name. example: searchindex(index name='contacts', query='apple', search params={'hitsperpage':10})
Why this helps
Founders and small teams can lose time reopening search tools to find products, accounts, or resources connected to an active deal.
- Bring relevant indexed records into the stage-change report.
- Reduce the number of separate searches during pipeline follow-up.
- Apply user-defined search criteria to the deal event.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which Algolia index to search, which supplied deal details to use, and what related records to report.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and refine the search instruction if needed.
Questions about this workflow
Can it search any index?
Use a confirmed Algolia index name and specify it in the instruction. The workflow does not discover the right index automatically.
What counts as a related record?
Specify the relationship and useful query details in your instruction, such as a product category or account identifier, if those details are available in the event and index.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Algolia. A trigger fires from one place; an action lands in another.
Hubspot triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add AB Test
Tool to create an ab test comparing search performance between two variants. use to test different index configurations or search parameters and measure impact on click-through and conversion rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Tool to retrieve all records from an index. use when you need to export or iterate through an entire index dataset.
Contact Created Trigger
Contact Created Trigger
Clear Objects
Tool to clear records of an index without affecting settings. use when you need to completely wipe all objects (e.g., after a bulk reindex) while preserving index configuration.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Clear Rules
Tool to delete all rules in an index. use when you need to wipe all rules before re-creating them. use after confirming no critical rules require retention.
Clicked Object IDs
Tool to send a click event to algolia to capture clicked items. use immediately after a user click outside of search contexts to report click events.
Clicked Object IDs After Search
Tool to send a click event after a search response. use when you want to report which items a user clicked in search results.
Converted Object IDs
Tool to send a conversion event for items outside of search context. use when tracking conversions on category pages or external flows unrelated to algolia search.
Copy Index
Tool to copy the specified index to a new index. use when you need to duplicate an existing index including records, settings, synonyms, and rules after confirming source and destination names.
Connect any two apps with Notis in the middle.
Hubspot and Algolia, 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 Algolia.