Check document workspace details as deals move forward
Keep the state of a deal's document workspace visible at key moments. Notis can ask Aryn for metadata and report what it returns.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Why this helps
Checking document workspace details requires leaving the deal workflow and remembering which Aryn docset to inspect.
- Surfaces available docset details at a deal milestone.
- Reduces a manual lookup across tools.
- Makes missing docset IDs visible in the run report.
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 retrieve metadata for the Aryn docset ID you provide and report the returned details.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal update and a valid docset ID.
Questions about this workflow
Where does the docset ID come from?
Provide the Aryn docset ID in the instruction or ensure it is available in the trigger context. The listed HubSpot event does not guarantee that it contains an Aryn docset ID.
Can this update the docset?
No. Get DocSet Metadata retrieves details and optionally usage statistics; it does not change the docset.
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
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