Keep a visual reference of the prospect website
Capture what the prospect’s website looks like when a deal moves forward, so you can revisit the page state later.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Take Screenshot
Visual verification: capture screenshot of current browser viewport. use: debug ui issues, verify page state, document visual results renders: inline in mcp clients for immediate visual feedback tip: use after page changes to confirm they worked | success rate: 99%
Why this helps
A website can change between deal conversations, making it harder to recall what you reviewed.
- Keep a visual reference for deal preparation
- Revisit the page state captured during the run
- Reduce repeat browsing to recall a page
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 open the associated company website and capture a screenshot for a visual reference when a URL is available.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and review the screenshot run result.
Questions about this workflow
What does the screenshot show?
The action captures the current browser viewport. Specify in your instruction that the site should be opened first when the URL is available.
Does this create a permanent archive?
The action captures a screenshot as part of the run. Where run reports go is selected during setup.
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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