Review customer history when deals change stage
Use stage transitions to bring relevant customer history into the review, based on records in your Elasticsearch index.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Deal teams may miss prior customer context when it is stored outside the current HubSpot view.
- Bring prior context into deal reviews
- Reduce time spent switching tools
- Support more consistent follow-up
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 query a named index for customer history related to the deal using available identifiers.
- 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
Can this recover history that is not indexed?
No. The query can only return documents present in the specified index.
Can I limit the history to a recent period?
Yes. Include a time range in your instruction; the query action supports time ranges.
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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