Research every new contact's company with Agenty
A new contact can start company research automatically. Have Notis create an Agenty agent with the website and research instructions you specify.
Trigger
Contact Created Trigger
Contact Created Trigger
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
New contacts arrive faster than you can research their companies, so useful context gets delayed or missed.
- Start company research as soon as a contact is created.
- Use a consistent research prompt across new prospects.
- Reduce manual setup before reviewing a new lead.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agenty once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create an Agenty research agent using the new contact's company website and your specified research instructions.
- 4Choose HubSpot Contact Created as the trigger and select a report channel.
- 5Run a test with one real contact and review the run report.
Questions about this workflow
What company information should the instruction use?
Specify the contact details or company website that should guide the agent. If the contact does not include a usable website, tell Notis what to do in that case.
Does this start the agent automatically?
The Create Agent action supports optional auto-start. State in your instruction whether the new agent should start immediately.
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.
Clone Agent by ID
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
Delete Agent by ID
Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
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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