Give every new HubSpot contact a clear next step
A new contact should not become another name to remember. Have Notis turn the contact details into an Agiled follow-up task.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Why this helps
New leads can get buried while you switch between HubSpot and your project board to remember who needs a reply.
- Keep new contacts visible in the work queue.
- Include available contact context in the task so you can pick up the conversation quickly.
- Reduce manual copying between your CRM and task list.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create an Agiled follow-up task for each new HubSpot contact, using available contact details in the task context.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and review the resulting task.
Questions about this workflow
What starts this automation?
The HubSpot Contact Created event starts it when a new contact is created.
Does Notis need a task title or assignee mapped in advance?
No field mapping is part of setup. Describe the task outcome in plain language; provide any required task details, such as project or assignee, in your instruction or through available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Agiled. A trigger fires from one place; an action lands in another.
Hubspot triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Contact Created Trigger
Contact Created Trigger
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Hubspot and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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