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Notis

Look for procurement requirements at deal handoff

Give Notis the procurement details you need to find, and query the associated company site when the deal moves forward.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

Query Data

Tool to query structured data as json from a web page using an agentql query or natural language prompt. use after defining your query or prompt and a url or html.

Why this helps

Vendor onboarding requirements can surface late when nobody has time to search the company's site before a handoff.

  • Look for public procurement information at a deal transition.
  • Reduce last-minute searching during handoffs.
  • Use your own checklist to guide the query.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and AgentQL once in the Notis portal.
  • 2Create an automation named Deal Procurement Check.
  • 3Tell Notis to query the associated company's website URL for the procurement or onboarding details in your checklist; provide a URL if the record does not include one.
  • 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
  • 5Test with one real company site and verify the returned information is relevant.

Questions about this workflow

Will it find internal procurement requirements?

Only information accessible on the supplied website can be queried. Internal documents or private portals are not included unless accessible through the provided page.

Can I change the checklist?

Yes. Update the plain-language instruction with the procurement details you want AgentQL to look for.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Agentql. A trigger fires from one place; an action lands in another.

Hubspot triggers

Agentql actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Usage Details

Tool to retrieve subscription usage details for the current api key, including usage limits and billing period. use after confirming api connection is valid.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Query Data

Tool to query structured data as json from a web page using an agentql query or natural language prompt. use after defining your query or prompt and a url or html.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Create Remote Browser Session

Tool to create a remote browser session. use when you need to run browser automation on remote infrastructure.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Connect any two apps with Notis in the middle.

Hubspot and Agentql, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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