Find recent indexed documents for new contacts
Look for recent documents related to each new contact before their context gets buried in a busy day.
Trigger
Contact Created Trigger
Fires when a contact is created.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Recent activity can be hard to spot when you have to launch a separate index search for every new contact.
- Bring recent records into contact review
- Focus on time relevant context
- Avoid repeating manual searches
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 new contact, including the time range you want.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test the automation with one real contact.
Questions about this workflow
Can the search be limited to a time range?
Yes. The query action supports time ranges. Specify the range in your instruction.
What if the index does not contain contact identifiers?
The search can only use fields present in the index. Supply an alternate search clue or check the index mapping first.
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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