Check document email delivery when a contact is created
Use a new contact as a timely reminder to test email delivery for a DocsAutomator automation you name.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Email delivery settings can go unchecked, leaving a document workflow unverified when the team needs it.
- Tie a delivery test to a real contact-created event.
- Send a sample PDF for the DocsAutomator automation you specify.
- Review the result in your selected 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 test by sending its sample PDF email when a contact is created.
- 4Pick the HubSpot Contact Created trigger.
- 5Choose a report channel, then test with one real contact creation.
Questions about this workflow
Does this email the new contact?
No. DocsAutomator sends a test email with a sample PDF attachment to verify email configuration. The action is rate limited to 25 emails per hour per automation.
Can this test the actual document for the new contact?
No. The listed action sends a sample PDF test email, not a contact-specific generated document.
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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