Start credential onboarding when a HubSpot contact is created
Turn a new client record into a ready-to-use Dock certs API key with one plain language automation.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
New client onboarding can stall while someone notices a contact, creates credentials, and remembers to share the next step.
- Reduce manual steps in client onboarding
- Create a key with an optional alias and IP allowlist when those details are provided
- Get a run report for follow-up
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 give it a clear name.
- 3Tell Notis to create a Dock certs API key for each new HubSpot contact, using any alias or IP allowlist details supplied in the contact context.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and confirm the created key details in Dock certs.
Questions about this workflow
Can Notis choose an alias or IP allowlist automatically?
Tell Notis to use those details when they are supplied in the available contact context. If a value is missing, Notis cannot infer it safely.
Does this create a verifiable credential?
No. This workflow creates a Dock certs API key. Credential issuance is not among the listed Dock certs actions.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dock certs.