Collect generated contact documents in one ZIP archive
When you need a batch of contact documents together, have Notis collect the relevant contact data and ask Docugenerate to package the generated documents into a ZIP.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Preparing and gathering multiple contact documents one at a time creates avoidable admin work.
- Package multiple generated documents in one archive.
- Reduce manual retrieval of documents created for contacts.
- Use a repeatable template for a batch document run.
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 contacts to include, what document to generate for each, and how to package the batch.
- 4Pick a trigger: a HubSpot Contact Created event for one new contact at a time, or a Notis webhook for an external batch request.
- 5Choose where run reports should go, then test using real contact data.
Questions about this workflow
Does a contact-created event batch multiple contacts?
The event starts on contact creation. For a multi-contact batch, describe the data source and request flow available to your automation, such as a webhook request with the batch data.
What does the ZIP action do?
It bulk generates multiple documents and packages them in a ZIP archive.
Can Notis select a contact cohort automatically?
Only when the relevant data and selection criteria are available to the workflow. State the cohort criteria and supply any missing data.
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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