Bring current website context into a deal handoff
Make it easier to pass along useful account context when a deal changes stages by running your website research robot at the handoff point.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Run Robot
This tool allows you to trigger the execution of a browseai robot on demand. the tool will run a specified robot with the provided parameters and return the task details. it requires a robot id and optional input parameters (such as url, search term, or other parameters) to configure the robot's execution. it is useful for: - starting robot executions programmatically - automating data collection tasks - triggering robots with custom parameters - integrating robot execution in workflows
Why this helps
Important account context can get lost between stages when handoff notes depend on someone remembering to research the company.
- Gather public account context near the stage transition.
- Reduce the chance that website research is skipped during a handoff.
- Give the next person a report to review alongside deal notes.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Browse AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe in one instruction the account website details your robot should collect for a deal handoff.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal and verify the report includes the context your handoff needs.
Questions about this workflow
Does this update HubSpot deal notes automatically?
The listed Browse AI actions run robots or retrieve Browse AI information. They do not provide a HubSpot update action, so use the run report for review.
Can the handoff report include information beyond the website?
Only if your selected robot is configured to collect it and can access its source. Include any extra information you need in the robot setup or provide it separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Browseai. A trigger fires from one place; an action lands in another.
Hubspot triggers
Browseai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Run Tasks
This action allows users to bulk run up to 50,000 tasks using a specified robot. it provides a post endpoint at /v2/robots/{robotid}/bulk-tasks and supports parameters such as robot id (required), title (required), and input parameters (required). this bulk operation is essential for large-scale data extraction.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Monitor
This tool creates a new monitor for a specific robot in browse ai. it allows you to configure a monitor with a schedule (frequency and interval) for automatic execution, along with optional custom name and input parameters, enabling automated tracking of website changes.
Contact Created Trigger
Contact Created Trigger
Create Webhook
This tool creates a new webhook for a browseai robot. webhooks are used to receive notifications when tasks are completed or data changes are detected. the webhook will be called with the task details when specific events occur. it is useful for: - setting up automated notifications for task completion - receiving real-time updates when changes are detected - integrating browseai with your own systems - automating workflows based on robot task results the webhook can be configured to trigger on different events: - task.completed: when a task is successfully completed - task.failed: when a task fails - changes.detected: when changes are detected during monitoring
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete a specific monitor
This tool allows users to delete a specific monitor from their browse ai account. it uses the delete method and requires a valid monitor id.
Delete a specific task
This tool allows you to delete a specific task in browseai by its task id. it is used for cleaning up completed or failed tasks, managing resources, and maintaining your task list.
Get Robots List
This tool retrieves a list of all robots under your account in browse ai. each robot represents an automated task that can be trained to perform various web operations like opening webpages, logging in, clicking buttons, filling forms, extracting data, and monitoring changes. it is useful for: - getting an overview of all your automated tasks - checking the status of your robots - retrieving robot ids for use with other api endpoints - monitoring when robots were last updated or created
Get Robot Tasks
This tool retrieves all tasks associated with a specific robot in browse ai. it provides a paginated list of tasks with their details including status, input parameters, captured data, screenshots, and lists. it is useful for: - monitoring task execution status - retrieving captured data and screenshots - analyzing task execution history - debugging robot performance
Get Task Details
This tool retrieves detailed information about a specific task in browse ai by its task id. it returns comprehensive details including the task's status, execution results, associated metadata, timestamps, and configuration. it complements existing tools by providing an in-depth view of individual task execution, including metadata and error details if applicable.
Connect any two apps with Notis in the middle.
Hubspot and Browseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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