Review available AlgoDocs extractors as deals move stages
See which document extractors are available when a deal reaches a point where document review may be needed.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
Why this helps
Teams can lose time checking account configuration while trying to decide how to handle deal documents.
- Get the extractor names and identifiers in a run report.
- Use the inventory to plan document-processing steps for deals.
- Avoid manually looking up extractor configuration during deal handoffs.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and AlgoDocs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: When this runs, list the AlgoDocs document data extractors and report their names and identifiers alongside the deal stage event.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real example and confirm the report includes the available extractor names and identifiers.
Questions about this workflow
Does this run an extractor on a deal document?
No. The available action lists extractor names and identifiers; it does not process documents.
Can I use the report to choose an extractor?
Yes. The report gives you the account's extractor inventory to review when planning the next step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Algodocs. A trigger fires from one place; an action lands in another.
Hubspot triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
Contact Created Trigger
Contact Created Trigger
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Algodocs.