Save prospect research as a Confluence dossier
Put prospect research where your team can prepare without digging through raw extraction output.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Page
Creates a new page in a space.
Why this helps
Sales preparation slows down when useful prospect details are trapped in browser notes or raw results.
- Collect relevant supplied facts in one page
- Keep evidence links available for verification
- Show missing details instead of filling gaps
Setup
Build it in a few focused steps.
- 1Connect Agenty and Confluence once in the Notis portal.
- 2Create an automation and describe the prospect dossier sections you want.
- 3Choose the webhook trigger and send Agenty's prospect findings to it.
- 4Choose where Notis run reports should go.
- 5Test with one real prospect research result.
Questions about this workflow
Can it infer a prospect's needs?
It can summarize needs explicitly supported by the supplied findings, but should label unsupported or missing details as unknown.
Can it create a dossier from any website?
It can organize the Agenty result sent to the webhook. The websites and fields available depend on what Agenty returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Confluence. A trigger fires from one place; an action lands in another.
Agenty triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Adds labels to a page or blog post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CQL Search
Searches Confluence content using advanced queries.
Create Blogpost
Creates a new blog post in a space.
Create Blogpost Property
Adds custom metadata to a blog post.
Create Whiteboard Property
Adds custom metadata to a whiteboard.
Create Page
Creates a new page in a space.
Create Footer Comment
Adds a footer comment to a Confluence page, post, attachment, or other content.
Create Page Property
Adds custom metadata to a page.
Connect any two apps with Notis in the middle.
Agenty and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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