Bring account context into deal stage handoffs
Search indexed account records when a deal changes stage so the next review includes broader relationship 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 deal can be reviewed in isolation while important account context sits in a separate index.
- Include broader account context
- Make handoffs more informed
- Search without leaving the deal workflow
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 account documents related to the deal, based on fields available in the index.
- 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 search find related accounts automatically?
It can search using a relationship key or clue that is present in the event and index. That relationship must exist in the available data.
Does this change account data?
No. The query action returns matching documents without modifying 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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