Find the right document template for new contact follow-up
A new contact may need a specific next-step document. Notis can retrieve your Docugenerate template list and report the available options alongside the contact event.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Choosing a template from memory adds friction to timely follow-up, especially when your document library grows.
- Retrieve available template IDs and metadata when a contact is created.
- Reduce guesswork about which document template to use.
- Make template options easier to review 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.
- 3Tell Notis to retrieve available Docugenerate templates and summarize which ones fit the new contact's available context.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and review the template options.
Questions about this workflow
Does this workflow generate a document?
No. It retrieves template information so you can review the available options. Use a document generation action when you want a file produced.
Can it know which template is best?
Notis can compare returned template metadata with criteria you provide, but it needs enough information to make a grounded recommendation.
Does it change any templates?
No. This action lists or retrieves existing templates.
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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No card. Works with personal or business Docugenerate.