Review document automation details as deals move
Use a deal stage change as a prompt to check the DocsAutomator setup you name and surface its current details.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Why this helps
A deal can move forward while the document workflow you expect to use remains out of sight.
- Use a real deal stage update as a review point.
- Retrieve details for the DocsAutomator automation you specify.
- Get the result in your chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect Notis to HubSpot and DocsAutomator once in the portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis which DocsAutomator automation to inspect when a deal stage changes and how to summarize its returned details.
- 4Pick the HubSpot Deal Stage Updated trigger.
- 5Choose a report channel, then test with one real deal stage update.
Questions about this workflow
Will this select an automation based on the deal stage?
No. Name the DocsAutomator automation to inspect in your instruction. The listed event does not provide a documented rule for selecting an automation by deal stage.
Does this update the DocsAutomator automation?
No. This workflow retrieves its details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docsautomator. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Contact Created Trigger
Contact Created Trigger
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Hubspot and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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