See your Agenty projects in one recurring overview
Get a small, predictable project review from Agenty without opening the project list each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all projects
Tool to retrieve all projects under an account. use after authentication when you need to list projects with pagination and sorting.
Why this helps
Project context can disappear from view when it is spread across a growing set of workspaces and dashboards.
- Review available projects on a chosen cadence.
- Summarize project details for easier scanning.
- Receive the overview in your preferred report channel.
Setup
Build it in a few focused steps.
- 1Connect Agenty once in the Notis portal.
- 2Create an automation and name the project overview.
- 3Tell Notis to fetch your Agenty projects and summarize the details that matter to your review.
- 4Choose a recurring schedule and select a report channel.
- 5Test the automation and review the first project overview.
Questions about this workflow
Does this show which agents belong to each project?
The action retrieves projects. If project membership is not included in the returned data, it cannot be inferred without another source.
Can it create a project when one is missing?
No. This workflow retrieves projects for review. Project creation is a separate action.
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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