Review possible duplicate records as contacts arrive
Check whether an Elasticsearch index already contains a likely match for a new HubSpot contact.
Trigger
Contact Created Trigger
Fires when a contact is created.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Similar records across systems can lead to repeated research and fragmented context.
- Spot possible existing records
- Reduce repeated manual research
- Keep duplicate decisions reviewable
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 documents that may match a new contact using fields available in the index.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test the automation with one real contact.
Questions about this workflow
Does this merge duplicate records?
No. It returns possible matches for a person to review; the available action does not merge or update documents.
What fields can it compare?
Only fields available in the HubSpot event and Elasticsearch index can be used. Specify the useful identifiers in your instruction.
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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