Bring recent indexed activity into deal follow-up
Get a focused search for recent indexed activity whenever a deal moves into 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
Deal follow-up can miss recent signals when updates live outside the HubSpot record.
- Surface recent deal signals
- Make follow-up more informed
- Keep transition reviews focused
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 recent documents related to a deal after a stage change, including the time range you want.
- 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 query return only a few results?
Yes. The query action supports pagination. State the result limit you want in the instruction.
Can Notis infer deal history that is not indexed?
No. The search can only return documents and fields available in Elasticsearch.
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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