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Notis

Keep your Agenty lists easy to review

Make list inventory a small recurring task with a summary of the list details Agenty returns.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get all lists

Tool to retrieve all lists under an account. use after authentication when you need to list lists with pagination and sorting.

Why this helps

Lists can become hard to recognize or maintain when their purpose is not reviewed regularly.

  • See available lists in a recurring summary.
  • Review list names and descriptions in one place.
  • Spot unclear list purposes for manual cleanup.

Setup

Build it in a few focused steps.

  • 1Connect Agenty once in the Notis portal.
  • 2Create an automation and name the list inventory review.
  • 3Tell Notis to fetch Agenty lists and summarize their returned names and descriptions.
  • 4Choose a recurring schedule and select a report channel.
  • 5Test the automation and review the first summary.

Questions about this workflow

Will this inspect every row in each list?

No. This action retrieves lists. Use the fetch list rows action separately if you need to review list contents.

Will Notis rename unclear lists automatically?

This workflow reviews the inventory. Renaming requires a separate action and a clear update 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Get Agent Templates

Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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."

ActionInstant

Create API Key

Tool to create a new api key. use when you need to provision access credentials for the api.

ActionInstant

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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