Review a deal document after its stage changes
When a deal moves stages, process its included document and review the extracted details in the run report.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
A deal stage change can prompt document review, but opening and classifying the file adds another manual step.
- Use a real HubSpot deal-stage update as the trigger.
- Process a supported document when it is included in the event context.
- See the OCR and classification result in the run report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Eagle Doc once in the portal.
- 2Create an automation in plain language or in Automations > New Automation.
- 3In one instruction, ask Notis to process a supported document included in the deal event context with Process Any Document with OCR and report the result.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real stage update that includes a supported document in the event context.
Questions about this workflow
Does every HubSpot deal stage update include a document?
The listed trigger only specifies that a deal stage was updated. This workflow can process a document only when one is actually present in the event context.
Does this change the HubSpot deal?
No. The listed Eagle Doc action processes and classifies a document; it does not update HubSpot.
What document action does it use?
It uses Process Any Document with OCR, which is described for OCR and automatic classification of various document types.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Eagle doc. A trigger fires from one place; an action lands in another.
Hubspot triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Process Any Document with OCR
Extract and classify data from a document using OCR.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Submit Batch Any Document OCR Task
Submit documents for batch OCR processing in the background.
Contact Created Trigger
Fires when a contact is created.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
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Connect any two apps with Notis in the middle.
Hubspot and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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