Give every new HubSpot contact a document workspace
A new relationship should not start with a scavenger hunt. Create a dedicated Aryn docset as soon as a contact enters HubSpot.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Why this helps
New contacts arrive without an obvious place to organize their documents, leaving founders to create workspaces and remember follow-up by hand.
- Creates a document container at the start of a relationship.
- Reduces manual setup and context switching.
- Provides a run report that helps keep onboarding visible.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Aryn once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create an Aryn docset for each new contact and report the result.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the report.
Questions about this workflow
Does this copy contact documents into Aryn?
No. The available action creates a docset. It does not add documents or copy HubSpot files.
Can I use this for existing contacts?
This workflow starts when HubSpot reports a contact being created. It does not backfill existing contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Aryn. A trigger fires from one place; an action lands in another.
Hubspot triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Contact Created Trigger
Contact Created Trigger
Delete DocSet
Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
List Async Tasks
Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.
Connect any two apps with Notis in the middle.
Hubspot and Aryn, 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 Aryn.