Find available Elasticsearch data sources at deal handoff
See which indices are available when a deal reaches a new stage and research needs shift.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
List Indices
Lists available Elasticsearch indices.
Why this helps
A deal handoff can lose momentum while you search for the right indexed data source.
- Orient research after a stage transition
- Find the right collection sooner
- Reduce repeated manual index checks
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 list Elasticsearch indices after a deal stage update.
- 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 the automation list indices matching a pattern?
Yes. The action supports optional pattern filters; include the desired pattern in your instruction.
Does the list action change my Elasticsearch cluster?
No. It lists indices and does not create, update, or delete them.
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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