Turn a New HubSpot Contact's Document into Structured Data
A new contact can kick off document parsing, so useful details from a shared resume or invoice are ready to review.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Why this helps
Documents shared during intake can sit unread while you switch between your CRM and parsing tools.
- Start parsing from a new contact event that includes a public document URL.
- Reduce manual handoffs between HubSpot and Affinda.
- Review extracted data in Affinda after upload.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to submit the contact's available public document URL to Affinda for parsing.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact that includes a public document URL.
Questions about this workflow
Does this find a document attached to the contact automatically?
The listed trigger only confirms that a contact was created. This workflow can use a document URL only when the event or your instruction provides one.
What if the new contact has no document URL?
There is no document to submit. Add a URL through the available input before expecting Affinda to parse it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Affinda. A trigger fires from one place; an action lands in another.
Hubspot triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Contact Created Trigger
Contact Created Trigger
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Hubspot and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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