Create a forecast review spreadsheet after a deal stage change
Bring deal details into a spreadsheet your team can scan during forecast review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Forecast discussions slow down when deal context is scattered and the team has to gather the same details again.
- Prepare a reusable spreadsheet view from available deal information.
- Apply forecast criteria that you provide in the prompt.
- Flag missing values instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to create an XLSX forecast review sheet after a deal stage update using your column and review guidance.
- 4Pick the HubSpot Deal Stage Updated trigger and choose a report channel.
- 5Test with one real stage update and check the spreadsheet contents.
Questions about this workflow
Can this calculate forecast categories?
Provide the rules and required inputs in the prompt. If a needed field is unavailable, the output should identify it as missing rather than guessing.
Does the trigger include a forecast baseline?
The listed event is a deal stage update. A forecast baseline must be supplied by you or made available through returned data.
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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