Find Elasticsearch context for every new HubSpot contact
See related Elasticsearch records when a new contact arrives in HubSpot, without stopping to run a separate search.
Trigger
Contact Created Trigger
Fires when a contact is created.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
New contacts can arrive before you have time to look for their history across your search index.
- Surface related records sooner
- Reduce manual context switching
- Review search results alongside contact 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 how to search Elasticsearch for context related to a new HubSpot contact.
- 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 starts this automation?
The HubSpot Contact Created event starts it when a contact is created.
Does this create or update Elasticsearch records?
No. It searches an index and returns matching documents; it does not write records.
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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