Save relevant investor contacts from funding news
Funding news can reveal investors active in the markets you follow. Have Agenty check the sources and criteria you choose, then create HubSpot contacts for relevant people.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Investor names surface in funding coverage, but capturing them for future conversations is another task to remember.
- Keep investor research in your contact database
- Focus on investors in relevant markets
- Make future relationship building easier to resume
Setup
Build it in a few focused steps.
- 1Connect Agenty and HubSpot once in the Notis portal.
- 2Create an automation and describe the funding sources, investor criteria, and public contact details to capture.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real funding announcement.
Questions about this workflow
Can it find investor email addresses?
Ask Agenty to use only details available from the public sources it can access. It should create a contact only when the required information is available.
Can I limit this to certain sectors?
Yes. Include the sectors, regions, or types of funding you want in the research criteria.
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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