Check a document template's status as contacts arrive
Keep template health visible as your contact list grows. Notis can request details for a named Docmosis template and summarize its status in a run report.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Docmosis Template Details
Tool to retrieve metadata for an uploaded template. Returns name, size, MD5 hash, last modified date, and error status. Use after uploading a template to verify it was stored correctly or to check if it has errors.
Why this helps
Template errors or stale files can go unnoticed until someone needs a document in a hurry.
- See template metadata and error status as part of a contact-triggered review.
- Get a report without manually opening the Docmosis environment.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Docmosis once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3In one instruction, ask Notis to retrieve and summarize details for a named Docmosis template when a contact is created.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and review the report.
Questions about this workflow
What template information is returned?
Docmosis template details include its name, size, MD5 hash, last modified date, and error status.
Does this fix template errors?
No. This workflow retrieves and reports template details so you can decide what to do.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docmosis. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
Contact Created Trigger
Contact Created Trigger
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Hubspot and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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