Know which indexed fields are available at each deal transition
Use a deal stage update as a cue to review the structure of the Elasticsearch index that supports your deal research.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Get Index Schema
View the structure and field mappings of an index.
Why this helps
Deal research can stall when you are unsure which fields exist in the index you need to query.
- Quickly inspect available index fields
- Make the next search easier to plan
- Keep deal research grounded in actual mappings
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 which Elasticsearch index schema to retrieve 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
What does the schema action return?
It returns the complete mapping for the named index, including field types and structure.
Will this search for documents in the index?
No. It checks the index schema; use an Elasticsearch query action when you need 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
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