Bring Agiled contact context into deal follow-up
A deal milestone can prompt a quick account context check. Have Notis retrieve Agiled contacts and summarize relevant available information.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Finding account context across tools adds friction right when a deal needs a timely decision.
- Retrieve Agiled contact records in response to a deal milestone.
- Use returned information to inform a follow-up decision.
- Reduce manual searching during sales handoffs.
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 retrieve Agiled contacts after the deal stage update and summarize the available context useful for the next step.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the report.
Questions about this workflow
Does this create or update a contact?
No. The selected Agiled action retrieves contacts. Notis can use the returned data to inform a summary or next-step decision.
Can it find only the contact related to the deal?
The listed action retrieves a list of contacts with optional pagination or search filters. Describe the lookup and provide any available identifying context in the instruction.
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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