Run account research when a deal moves stages
Trigger the research you need at a deal milestone, with the agent and context described in one plain language instruction.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Start Agent Job
Tool to start a new agent job. use when you need to trigger execution of an existing agent.
Why this helps
Deal stage changes create new research needs, but context gathering can slip while the team moves to the next task.
- Start the right research at a deal milestone.
- Avoid manually checking whether the research agent needs to run.
- Send a run report to your selected channel.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agenty once in the Notis portal.
- 2Create an automation and name the deal research task.
- 3Tell Notis which existing Agenty agent to start when the deal changes stage and what deal context it should use.
- 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
Can I choose which stage starts the agent?
The trigger provided is Deal Stage Updated. The flow does not offer a filter builder, so describe the intended stage behavior in your instruction and verify it in a real test.
Does the workflow create an agent?
No. It starts an existing Agenty agent that you identify 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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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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