Review the prospect’s website as a deal advances
When a deal moves forward, bring the prospect’s public company context into your next-step preparation.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Fetch Webpage Content
Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%
Why this helps
Deal stage changes can create follow-up work, and prospect research is easy to put off until the last minute.
- Prepare for the next deal conversation
- Refresh company context at a meaningful sales moment
- Reduce last-minute research
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Browser tool once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the associated company website and summarize the public context useful for the deal’s next step.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal that has an associated company website.
Questions about this workflow
Which deal stage changes will start this?
The listed trigger is Deal Stage Updated. You pick that trigger in Notis; the workflow does not add stage filters.
What if the associated company has no website?
Include an instruction to report when a website URL is missing so you know why no site review was possible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Browser tool. A trigger fires from one place; an action lands in another.
Hubspot triggers
Browser tool actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy Selected Text
Copy currently selected text on the page to clipboard - ideal for extracting highlighted content, copying form data, or harvesting visible text selections.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Drag and Drop
Execute precise drag and drop operations - essential for file uploads, list reordering, element moving, and complex ui interactions that require drag-based manipulation.
Contact Created Trigger
Contact Created Trigger
Fetch Webpage Content
Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Clipboard Content
Read current content from the system clipboard - essential for data transfer workflows, extracting copied text, and reading user-copied data for processing.
Keyboard Shortcut
Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.
Mouse Click
Precision clicker: manual clicking with coordinates. pattern: fetchwebpage(html) → find element → estimate coordinates → click → verify hints: center buttons ~(640,350) | nav/header ~y=150 | content ~y=300-500 tip: try ±50px if first click misses | success rate: 85%
Mouse Double Click
Execute a precise double click at specified screen coordinates - ideal for opening files, selecting text, or activating ui elements that require double click gestures.
Mouse Down (Press and Hold)
Press and hold mouse button at coordinates - use for starting custom drag operations, text selections, or long-press interactions. must be followed by mouseup action to complete.
Connect any two apps with Notis in the middle.
Hubspot and Browser tool, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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