Bundle a deal document and its supporting files into one PDF
Keep supporting materials together when an opportunity reaches a key stage. Notis can ask Docugenerate to generate a PDF with attachments using the files you specify.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
Supporting files are easy to overlook when a deal document is prepared under time pressure.
- Create a consolidated PDF when a deal changes stage.
- Keep specified supporting files with the generated document.
- Make review easier by reducing separate file handoffs.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which deal stage should start the PDF and which generated content and available files to include.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and verify the PDF contains the expected attachments.
Questions about this workflow
Are attachments found automatically?
Only files available to the workflow can be used. Name the files or source details Notis should use, and supply anything the connected apps do not return.
What does the action produce?
It generates a PDF with embedded attachments.
Can this create a proposal and bundle files?
Yes, if your instruction describes the proposal content and the available files to attach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docugenerate. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Contact Created Trigger
Contact Created Trigger
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Generate document with merge
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Update Template
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Connect any two apps with Notis in the middle.
Hubspot and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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