Bring public company research into new lead qualification
Let Agenty gather a quick public company snapshot while you decide which new leads deserve attention first.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Start Agent Job
Tool to start a new agent job. use when you need to trigger execution of an existing agent.
Why this helps
A growing lead queue makes it hard to research every company before deciding who needs a response.
- Gather public company context for new leads.
- Make qualification reviews easier to prepare.
- Reduce repetitive website searches.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to start your Agenty company research agent with the new lead's available company details and summarize public fit signals you care about.
- 4Pick New Lead Trigger as the trigger and choose where run reports go.
- 5Test with one real new lead.
Questions about this workflow
Can it determine lead fit without my criteria?
Give Notis or the Agenty agent the fit signals you want assessed. If you do not provide criteria, ask it to summarize public facts without assigning a fit judgment.
Will it fill Salesforce fields?
This workflow starts an Agenty job. It does not write research back to Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agenty. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Salesforce and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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