Review document templates when a new contact arrives
See your available Documint templates alongside the context of a newly created HubSpot contact, then decide what to send next.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
New contacts can get lost while you search for the right onboarding document across apps.
- See the current template library at the moment a contact is added.
- Reduce app switching while deciding on a follow-up document.
- Keep the workflow grounded in templates that actually exist in Documint.
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.
- 3Describe how Notis should review the Documint template list for each new contact.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and confirm the template summary is useful.
Questions about this workflow
Does this create or send a document?
No. The available Documint action lists templates; it does not create or deliver a document.
Can Notis choose a template based on contact details?
You can ask Notis to consider details returned with the new contact, but the workflow only lists templates and cannot apply one or send it.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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