Run prospect research for every new contact
Put an existing research agent to work when a new HubSpot contact arrives, with the input and research outcome defined in your instruction.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Even when you have a research agent ready, new leads can sit untouched while someone remembers to start it.
- Start an existing agent promptly for new leads.
- Keep the research process consistent.
- Get a Notis run report in a channel you choose.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agenty once in the Notis portal.
- 2Create an automation and name the prospect research task.
- 3Tell Notis which existing Agenty agent to start and how to use the new contact's available company details as input.
- 4Choose HubSpot Contact Created as the trigger and select a report channel.
- 5Test with one real contact and review the run report.
Questions about this workflow
Does this create a new agent?
No. This workflow starts an existing Agenty agent. Identify that agent and the intended input in your instruction.
Can the contact automatically become agent input?
Describe the contact details the agent should use. The instruction should account for any details that may be absent.
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
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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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