Check credential readiness as a deal moves forward
Bring credential metadata into the deal handoff so the next step is easier to see and less likely to be missed.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Retrieve Credentials
Tool to retrieve a list of credential metadata. Use when you need to collect credential details with optional pagination or filtering after authentication.
Why this helps
Credential checks often happen in a separate system and get overlooked when a deal moves forward.
- Bring credential status review into a deal stage transition
- Use available credential metadata to surface relevant context
- Make missing review criteria visible rather than assumed
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the deal handoff review.
- 3Tell Notis to retrieve Dock certs credential metadata and summarize relevant records for the deal using criteria you provide.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and review the returned credential metadata.
Questions about this workflow
Can Notis determine which credentials belong to a deal?
Only if identifiers or criteria are present in the available context or provided by you. The workflow should not assume a relationship that the apps do not return.
Does retrieving metadata verify a credential?
No. This action retrieves credential metadata. Verification is a separate Dock certs action and requires a credential or presentation to verify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dock certs. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Tool to create an API key. Use when you need to generate a new API key with optional alias and IP allowlist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a webhook endpoint. Use when you need Dock.io to push event notifications to your service.
Contact Created Trigger
Contact Created Trigger
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.
Retrieve API Key
Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.
Retrieve API Keys
Tool to list all API keys. Use when you need to retrieve all API keys for the authenticated account.
Connect any two apps with Notis in the middle.
Hubspot and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dock certs.