Create milestone research agents from deal updates
Give a new deal milestone its own research setup, with the agent's purpose grounded in the deal context you specify.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
Why this helps
A generic research setup may not cover the different questions that arise as a deal progresses.
- Create an agent when a deal reaches a meaningful milestone.
- Tailor research to the purpose you describe.
- Reduce setup time for recurring deal research.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agenty once in the Notis portal.
- 2Create an automation and name the milestone research task.
- 3Tell Notis to create an Agenty agent for the specified deal context and research goal, including whether it should auto-start.
- 4Choose HubSpot Deal Stage Updated as the trigger and select a report channel.
- 5Test with one real deal stage update and review the run report.
Questions about this workflow
Will this make an agent for every stage update?
The trigger fires on deal stage updates. Describe the intended milestone behavior in the instruction and verify it with a test update.
Can the new agent begin work immediately?
Create Agent supports optional auto-start. State whether the agent should begin immediately in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Agenty. A trigger fires from one place; an action lands in another.
Hubspot triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
Contact Created Trigger
Contact Created Trigger
Get Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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Get Agent by ID
Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
Create API Key
Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Hubspot and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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