Prepare contact documents on a recurring schedule
For routine contact paperwork, set a schedule and ask Notis to generate documents from the contact data and Docugenerate template available at each run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Regular document preparation can slip when it depends on remembering to repeat the same manual steps.
- Put routine document preparation on a recurring schedule.
- Generate documents from data available to the run.
- Receive output metadata and a download URL.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate and the data source you intend to use once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which contact data to use and what document to generate from the template.
- 4Pick a Notis cron trigger and choose the recurring schedule and report destination.
- 5Test one real run and verify the generated document.
Questions about this workflow
Can this pull all HubSpot contacts?
Only if the relevant contact data is available to the scheduled automation. Specify the intended data source and selection criteria.
What if information is missing?
Supply it in the instruction or data source. Notis cannot infer values that are not returned.
What result can I access?
The generation action returns document metadata that includes a download URL.
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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