Refresh Agenty inputs as contacts arrive
Keep a designated agent's input current with new contact information and the input structure you describe.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Research queues can lag behind CRM activity when someone has to update agent inputs by hand.
- Refresh a designated agent input when a contact is created.
- Reduce repeated manual input updates.
- Define how contact details should fit the agent's input source.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agenty once in the Notis portal.
- 2Create an automation and name the input refresh task.
- 3Tell Notis which Agenty agent to update and how to use the new contact's available details in its input.
- 4Choose HubSpot Contact Created as the trigger and select a report channel.
- 5Test with one real contact and review the update report.
Questions about this workflow
Which agent will be updated?
Name or otherwise identify the specific Agenty agent in your instruction so the update has a clear target.
What input types does the action support?
The action description lists URL, manual data, list, or agent as possible input sources. Specify the source and content your task requires.
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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Webhook trigger
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Contact Created Trigger
Contact Created Trigger
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Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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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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