Get a scheduled view of your Agenty agents
Have Notis retrieve your agents on a schedule and send a concise review report where you already work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Agent lists grow over time, making it hard to remember what is active and worth keeping.
- See the agent inventory on a predictable cadence.
- Review agents without opening another dashboard.
- Receive a report in a channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Agenty once in the Notis portal.
- 2Create an automation and name the inventory review.
- 3Tell Notis to fetch your Agenty agents and summarize the returned inventory using criteria you provide.
- 4Choose a recurring schedule and select a report channel.
- 5Test the automation and review the first report.
Questions about this workflow
Can Notis tell me which agents are unused?
The action fetches agents. It does not provide usage history, so define what can be judged from the returned agent data or provide a usage source.
How often can this run?
Choose the recurring schedule in the automation setup.
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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