Find topic relevant documents during contact intake
Bring topic specific indexed material into view as you review a new contact.
Trigger
Contact Created Trigger
Fires when a contact is created.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Relevant background documents can be hard to find when you must decide what to search for each time.
- Gather topic specific context
- Reduce ad hoc search setup
- Keep results tied to new intake
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 topic and Elasticsearch index to search when a new contact is created.
- 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 Notis infer a topic from the contact?
Only if the trigger data supplies relevant context or you specify the topic in the instruction. Otherwise provide the missing topic.
Does this search every index?
The instruction should name the target index, or specify a supported index pattern if appropriate.
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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