Keep agent inputs current as deals advance
When deal context changes, refresh the input for the Agenty agent responsible for the next research step.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Update Input by Agent ID
Tool to update agent input by agent id. use when you need to modify an agent's input source (url, manual data, list, or agent) after verifying the agent id.
Why this helps
A deal can advance while its research agent still has outdated context or an empty input.
- Update a designated agent's input at a deal milestone.
- Keep research context tied to the latest deal stage.
- Reduce manual handoffs between CRM and agent setup.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agenty once in the Notis portal.
- 2Create an automation and name the deal input refresh task.
- 3Tell Notis which Agenty agent to update and how to use the updated deal context as its input.
- 4Choose HubSpot Deal Stage Updated as the trigger and select a report channel.
- 5Test with one real deal update and review the run report.
Questions about this workflow
Can this update a URL or a list input?
The action supports URL, manual data, list, or agent inputs. Specify the input source appropriate for your agent.
Will this also run the agent?
This action updates input. Add a separate automation using Start Agent Job if you also want a job started.
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
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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