Turn public buying signals into HubSpot deals
A new initiative or expansion can be easy to miss in a busy week. Schedule Agenty research and have Notis create deals when a public signal fits your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Potential opportunities appear in public news, but nobody has time to connect each signal to a CRM follow-up.
- Bring relevant public signals into the pipeline
- Give your team a record to review and qualify
- Reduce the chance that timely opportunities go unnoticed
Setup
Build it in a few focused steps.
- 1Connect Agenty and HubSpot once in the Notis portal.
- 2Create an automation and describe the buying signals, sources, and conditions for creating a deal.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real signal.
Questions about this workflow
What counts as a buying signal?
Specify signals such as a public expansion announcement or a newly launched initiative. Agenty can only use information available from the sources it can access.
Will Notis know which deal stage or pipeline to use?
Include the existing HubSpot pipeline and stage you want in your instruction. They must be valid in your account.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.