Keep competitor expansion research in HubSpot
When a competitor enters a new region or segment, the companies and markets involved may matter to your plans. Agenty can monitor public sources and Notis can add relevant companies to HubSpot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
Competitive research is hard to act on when the evidence and company names stay buried in separate notes.
- Keep expansion research tied to company records
- Make market changes easier to review
- Reduce repeated manual checks
Setup
Build it in a few focused steps.
- 1Connect Agenty and HubSpot once in the Notis portal.
- 2Create an automation and describe the competitors, expansion signals, and companies to add.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real announcement.
Questions about this workflow
Does this automatically update an existing company record?
This workflow creates company records. If you need updates to existing records, specify the available update action in a separate workflow.
What sources can Agenty check?
Name the public websites or sources you want monitored in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Hubspot. A trigger fires from one place; an action lands in another.
Agenty triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Agenty and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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