Verify submitted credentials when a deal reaches a milestone
Make a credential check part of the milestone handoff, with a clear report of the verification outcome.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Verify Credential or Presentation
Tool to verify a verifiable credential or presentation. Use after receiving a credential or presentation from an issuer.
Why this helps
A deal can advance while a submitted credential is still waiting for someone to verify it.
- Reduce missed verification follow-up at deal milestones
- Get a verification result in the run report
- Keep the decision grounded in a provided credential or presentation
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dock certs once in the Notis portal.
- 2Create a new automation in Automations, New Automation, and name the verification step.
- 3Tell Notis to verify the credential or presentation available for the deal and summarize the result.
- 4Pick the HubSpot Deal Stage Updated trigger and choose a report destination.
- 5Test with one real deal update that includes a credential or presentation to verify.
Questions about this workflow
Will this work if the deal event does not include a credential?
No. The verification action needs a credential or presentation. Supply it in the available context or ensure the automation receives it; Notis cannot manufacture it.
Does a passed verification automatically move the deal?
No. The listed Dock certs action verifies credentials or presentations. It does not update a HubSpot deal stage.
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.