Create a deal proposal when the opportunity moves forward
When a deal reaches the stage where a proposal is useful, Notis can turn its available details into a Docugenerate document and report back with a download link.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Important deal milestones often trigger a scramble to find the right template and rebuild proposal details by hand.
- Start proposal preparation from a real deal stage update.
- Use a repeatable proposal template for eligible opportunities.
- Keep the generated document link available in the run report.
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, tell Notis which deal stage should prompt a proposal and what available deal details to include.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the proposal.
Questions about this workflow
Can I specify the deal stage?
Yes. State the stage in the automation instruction; users pick the event trigger and do not build filters.
What if the deal record lacks proposal details?
Notis can only use returned data. Supply missing context in the instruction or treat it as unavailable.
Does this workflow send the proposal to the prospect?
No. It generates a document and provides metadata such as a download URL; delivery requires a separate process.
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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