Find documents connected to Salesforce account updates
Get relevant Elasticsearch documents alongside a Salesforce account change, without switching apps to search by hand.
Trigger
Account Created or Updated
Triggers when an account is created or updated.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Account updates can leave useful notes and records buried across document indices.
- Surface related documents when account details change.
- Reduce manual searching across Elasticsearch indices.
- Give account reviews useful context in one run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to search a chosen Elasticsearch index for documents related to the changed account and summarize the matches.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account update and review the run report.
Questions about this workflow
Does this update Salesforce or Elasticsearch records?
No. The selected Elasticsearch action queries an index and returns matches; it does not update records.
Which index should the automation search?
Name the relevant index in your instruction. If you do not know its name, first use an Elasticsearch List Indices action to inspect available indices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Elasticsearch. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an account is created or updated.
Query Index
Searches an Elasticsearch index for documents.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Ping Cluster
Pings the cluster to check its connectivity and health.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
New Contact Trigger
Triggers when a new contact is created.
New Lead Trigger
Triggers when a new lead is created.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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