Start contract signing when a HubSpot deal changes stage
Move a deal into the right stage and let Notis start the signature request from your supplied contract PDF.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Why this helps
Preparing and sending the contract after a deal advances can turn a clear sales handoff into another task to remember.
- Starts the signing process at a consistent point in the sales process.
- Uses the deal context to personalize a request when the needed details are available.
- Reduces manual handoffs between sales and document signing.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, name the deal stage, the supplied contract PDF, and how to use available deal and contact details in the Docuseal request.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and confirm the PDF and signer details before relying on it.
Questions about this workflow
Does this workflow find a contract PDF automatically?
No. Include the PDF or a clear way for Notis to access it in your instruction. The available Docuseal action creates a submission from a PDF.
Can I choose which deal stage starts it?
Yes. Describe the stage in your instruction, then choose the Deal Stage Updated trigger. Notis does not use a separate filter-building screen.
What if a deal has no signer details?
Tell Notis how to handle missing information in the instruction, such as reporting the issue for review instead of starting a request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docuseal. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
Contact Created Trigger
Contact Created Trigger
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
Hubspot and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.