Keep Contract Signatures Moving from HubSpot
When a deal reaches your contract stage, have Notis locate the matching Docnify document and resend its signing request.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Resend Document
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Why this helps
A deal can be ready to sign while its document request sits unnoticed, leaving you to remember which signer needs a nudge.
- Reduce manual contract follow-up.
- Keep the signing step tied to the deal stage change.
- Get a run report so you can spot documents that could not be matched.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that Notis should find the Docnify document matching the deal and resend its signing request when the deal reaches your contract stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal and confirm the matching document is correct.
Questions about this workflow
How does Notis identify the matching Docnify document?
Tell Notis what deal or document details to use for matching. If the available deal and document details do not identify one document reliably, the run should be reviewed instead of resending an uncertain request.
Can this send a new document for signature?
This workflow resends an existing Docnify signing request. It does not create a document or upload contract content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docnify. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Contact Created Trigger
Contact Created Trigger
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Hubspot and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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