Check onboarding template details when a contact is created
Keep the details of your chosen onboarding template close to the moment a new contact enters HubSpot.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Why this helps
A promising new contact can wait while you search for the right template and verify its current setup.
- Retrieve a specified template's current details when a contact is added.
- Make onboarding document decisions with less context switching.
- Catch a missing or incorrect template ID during a real example test.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis the existing template ID to retrieve and what details matter for onboarding.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and the intended template ID.
Questions about this workflow
Can I use this to send an onboarding PDF?
No. The listed Documint action retrieves template details. PDF generation and delivery are not among the available actions here.
What if the template ID is not known yet?
First use Documint's List Templates action in a separate workflow to review available templates, then provide the chosen ID in this automation's instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Documint. A trigger fires from one place; an action lands in another.
Hubspot triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Contact Created Trigger
Contact Created Trigger
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
Hubspot and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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