Generate a contract PDF with the deal's extra pages attached
Keep contract paperwork in one file. When a deal advances, Notis can generate a PDF from your template and have Docugenerate append the additional PDFs you specify.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Why this helps
Contract reviews slow down when the main document and required pages are assembled separately.
- Generate a contract document from a deal milestone.
- Append additional PDF files into the resulting PDF.
- Make a single file ready for review.
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.
- 3In one instruction, describe the contract to generate and the additional PDF files to append when the deal reaches the chosen stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and inspect the merged PDF.
Questions about this workflow
What is the difference between attachments and merge?
The merge action appends extra PDF files as pages to the generated PDF. The attachment action embeds files as attachments.
Where do the additional PDFs come from?
They must be available to the workflow or specified in the instruction. Notis cannot use files that the connected apps do not return.
Can the workflow decide which deal stage matters?
Yes. Describe the stage in the prompt while selecting the Deal Stage Updated trigger.
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.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
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
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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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