Surface the right document templates at each deal milestone
When a deal advances, Notis can retrieve the available Docugenerate templates and help you identify the next document using criteria you provide.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Sales teams lose time searching a template library after a deal has already reached its next milestone.
- Bring template information into the deal-stage workflow.
- Compare template metadata against the next-step criteria you provide.
- Help prevent document preparation from stalling after a stage change.
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 stage update should prompt a template lookup and what template information to summarize.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and confirm the recommended options are supported by returned metadata.
Questions about this workflow
Can I specify which stage to use?
Yes. Include the stage in your plain-language instruction.
What information does the action return?
It retrieves or lists existing templates, including template IDs and metadata.
Does this create the next-stage document too?
No. This workflow only retrieves template details. You can use a generation workflow when the desired template is known.
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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