Check for open issues before moving deal follow-up forward
Bring unresolved indexed issues into view as a deal moves to its next stage.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
An open issue can be overlooked when deal stage changes prompt quick decisions and follow-up.
- Surface open issues at transition time
- Support more complete deal reviews
- Use actual indexed status data
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 open issues related to a deal, using an available status field.
- 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 find issues without an explicit status field?
Only if another indexed field reliably indicates whether an issue is open. Otherwise the required signal is missing.
Does this update deal or issue status?
No. It searches Elasticsearch and reports matching documents.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elasticsearch.