Find company context for every new contact
See relevant company documents as a new contact enters HubSpot, when the needed company identifiers are available.
Trigger
Contact Created Trigger
Fires when a contact is created.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Contact research often requires a separate company lookup that is easy to postpone or forget.
- Add company context to intake
- Reduce repeated lookup work
- Keep research tied to contact creation
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 company related documents using an available company identifier.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test the automation with one real contact.
Questions about this workflow
What if the contact event has no company identifier?
You will need to provide another search clue or the workflow cannot reliably find company records.
Can the search return company analytics?
It can return matching documents. Any analysis must be based on the data those documents contain.
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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