Get document context when a deal changes stage
Bring relevant indexed documents into view as a deal moves forward, so your next step starts with useful context.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
A stage change can call for quick follow-up, but the supporting documents may be scattered across an index.
- Make deal transitions easier to review
- Find supporting documents without a separate search
- Keep follow-up context close to the stage change
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Elasticsearch once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3Describe in one instruction how to search Elasticsearch for documents related to a deal after its stage changes.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test the automation with one real deal stage change.
Questions about this workflow
Which deal updates trigger the search?
The listed HubSpot Deal Stage Updated event starts the automation.
Can I ask Notis to summarize the returned documents?
Yes. Describe the desired summary in the automation instruction, based on the documents returned by the search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Elasticsearch. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Fires when a contact is created.
Query Index
Searches an Elasticsearch index for documents.
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Hubspot and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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