Track a review pack as it generates after a deal stage change
Start a stage review document in the background and check when it's complete.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
When a deal needs review, waiting on a document can create uncertainty about whether it's ready for the next conversation.
- Track the generated document's completion status.
- Include review questions your team supplies in the prompt.
- Make missing deal context apparent before a review.
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 generate an asynchronous stage review PDF with the deal details and review prompts you specify.
- 4Pick the HubSpot Deal Stage Updated trigger and select a report channel.
- 5Test with one real deal stage update and confirm the status can be tracked.
Questions about this workflow
How can completion be tracked?
DocRaptor's async creation supports polling for status or using a callback URL for notification.
What should the review pack cover?
Describe the review questions or criteria in your prompt. Notis can use available deal data and flag details that are not provided.
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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