Bring relevant content into each deal transition
Use a deal stage change to prompt Notis to retrieve CMS content and summarize it for your next move.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Content List
Tool to retrieve a list of content items by reference name. use when you need to fetch and page through content list data with optional filtering, sorting, and link expansions.
Why this helps
A deal can move forward while useful materials remain buried in the CMS, slowing the next conversation or internal handoff.
- Get a CMS content brief when a deal changes stage.
- Keep the next step grounded in materials you have identified.
- Spend less time searching during deal handoffs.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agility CMS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Agility CMS content to retrieve for a deal stage change and how to summarize it; specify your stage-specific criteria in the instruction.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test the automation with one real deal stage update.
Questions about this workflow
Can this workflow update the deal or publish CMS content?
No. The available Agility CMS action retrieves content. This workflow prepares information for review.
Can different stages use different content?
You can describe the criteria Notis should use in the instruction. The workflow relies on the content and stage information returned by the apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Agility cms. A trigger fires from one place; an action lands in another.
Hubspot triggers
Agility cms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Authors
Tool to retrieve all authors from an agility cms instance. use when you need the full list of authors for display or processing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Categories
Tool to get all categories. use when you need to list every category in a given locale.
Contact Created Trigger
Contact Created Trigger
Get Content Item
Tool to fetch details of a content item by content id. use when you need item fields and metadata from agility cms.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Content List
Tool to retrieve a list of content items by reference name. use when you need to fetch and page through content list data with optional filtering, sorting, and link expansions.
Get Content Models
Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.
Get Logs
Tool to retrieve sync items (logs) from agility cms. use after initial full sync to fetch updates.
Get Page
Tool to retrieve details of a page, including metadata, content zones, and components. use after you know the page id to fetch.
Get Page Modules
Tool to retrieve all page modules defined in the agility instance. use when you need only modular definitions without content models.
Connect any two apps with Notis in the middle.
Hubspot and Agility cms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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