Give every new Salesforce lead a document search
See whether your Elasticsearch records already contain useful context about a new lead.
Trigger
New Lead Trigger
Triggers when a new lead is created.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
New leads often arrive while relevant research is scattered across internal search indices.
- Check for existing context as leads arrive.
- Make lead review faster with relevant search matches.
- Keep findings in the automation 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 specified Elasticsearch index using the new lead's available details and summarize relevant matches.
- 4Pick New Lead Trigger and choose where run reports go.
- 5Test with one real new lead and review the search results.
Questions about this workflow
Will this automatically enrich the Salesforce lead?
No. The available Elasticsearch action searches an index. The workflow can summarize matches in its run report, but does not write them to Salesforce.
What if the lead has little identifying information?
Notis can only search with details included in the event or supplied in your instruction. Sparse details may produce fewer useful matches.
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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