Prepare an onboarding checklist for each new contact
Turn a new contact record into a practical checklist your team can pick up and use.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Teams can lose track of repeatable onboarding steps when every new contact starts another round of manual preparation.
- Put repeatable next steps into a shareable document.
- Base checklist context on details that are actually available.
- Keep instructions visible without repeatedly checking the CRM.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create an onboarding checklist PDF using available contact details and the checklist instructions you provide.
- 4Pick the HubSpot Contact Created trigger and select a report channel.
- 5Test with one real contact and check that the PDF reflects your instructions.
Questions about this workflow
Can Notis know our onboarding process automatically?
Provide your checklist requirements in the automation instruction. Notis should not assume steps or policies that are not present in the contact data or your instructions.
Can this checklist include details that are not in HubSpot?
Yes, if you supply those details in the prompt or another input available to the automation. Otherwise, ask the document to identify the missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to DocRaptor. A trigger fires from one place; an action lands in another.
Hubspot triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Contact Created Trigger
Contact Created Trigger
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Hubspot and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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