IntegrationsElasticsearchupilot
Elasticsearch + upilot

Connect Elasticsearch and upilot to Build Intelligent Automations

Choose a Trigger

Elasticsearch

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Elasticsearch and upilot

Enable Integrations or automations with these events of Elasticsearch and upilot

Actions

Create Document

Create Document

create a doc

Create Document ( without selecting index)

Create Document ( without selecting index)

index name is inside the document

Bulk Add Documents to an index

Bulk Add Documents to an index

add many documents in one go

Delete Index

Delete Index

delete an index

Create Index

Create Index

create an index

Search (Fuzzy search)

Search (Fuzzy search)

fuzzy search

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Frequently Asked Questions

How do I start an integration between Elasticsearch and upilot?

To start, connect both your Elasticsearch and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Elasticsearch triggers actions in upilot (or vice versa).

Can we customize how data from Elasticsearch is recorded in upilot?

Absolutely. You can customize how Elasticsearch data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Elasticsearch and upilot?

The data sync between Elasticsearch and upilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Elasticsearch to upilot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Elasticsearch and upilot?

Yes, you can set conditional logic to control the flow of data between Elasticsearch and upilot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Elasticsearch

About Elasticsearch

Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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