Bring Elasticsearch context into opportunity reviews
Use opportunity changes to find related documents and make deal follow-up easier to prepare.
Trigger
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Deal context can be spread across documents that are hard to find when an opportunity changes.
- Find documents related to changing opportunities.
- Prepare deal reviews with less manual search.
- See matches in a run report tied to the triggering event.
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 which Elasticsearch index to query for documents related to the opportunity and how to summarize useful matches.
- 4Pick New or Updated Opportunity and choose where run reports go.
- 5Test with one real opportunity change and review the run report.
Questions about this workflow
Can it decide which documents are relevant?
Notis can analyze the documents returned by the Elasticsearch query against the criteria in your instruction. Results depend on the query and available data.
Can it change the opportunity stage or fields?
No. The selected Elasticsearch action only queries an index; the listed actions do not update Salesforce opportunities.
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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