Give every new contact useful content context
When a contact is created, have Notis look up the CMS content you specify and summarize what may be useful for a follow-up.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Finding relevant content after adding a contact can interrupt the next step and leave follow-up without useful context.
- Retrieve specified CMS content when a new contact arrives.
- Give yourself a concise starting point for follow-up.
- Reduce manual searching across the CRM and CMS.
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 to retrieve the Agility CMS content relevant to a new contact and summarize it for follow-up; specify the content list or criteria to use.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test the automation with one real contact.
Questions about this workflow
Does this workflow send content to the contact?
No. It retrieves CMS content and prepares context for you. It does not send an email.
How does Notis know which content to retrieve?
Name the relevant content list or criteria in your instruction. Notis can analyze returned data, but it cannot infer your content relevance rules.
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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