Context Travels: Auto-Attach Onboarding Docs to New Contacts
Every new contact should have instant access to the docs your team needs—pricing guides, onboarding templates, or service agreements. This workflow automatically attaches relevant documents so context is right there in Jira, not scattered across Google Drive.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Add Attachment
Uploads and attaches a file to a jira issue.
Why this helps
A new contact lands, and you spend time hunting for the right template or document to attach to their task. Half the time you forget, and they never see the docs they need.
- New contacts always have instant access to onboarding docs without asking
- No more hunting for templates—they attach automatically in the right place
- Every issue carries the context it needs, reducing back-and-forth messages
- Speed up onboarding by making docs immediately available
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Jira to your Notis workspace.
- 2Prepare your attachments (onboarding guide, templates, pricing sheet) in a shared location (Google Drive, Dropbox, or uploaded to Notis).
- 3Create an automation: ask Notis or use New Automation in the portal.
- 4Set the trigger to 'Contact Created' from Hubspot.
- 5Write your prompt: 'When a new contact arrives, create or find their Jira issue and attach the onboarding guide and pricing template.'
- 6Save and test by creating a new test contact in Hubspot—the documents should appear in Jira automatically.
Questions about this workflow
Can I attach different documents based on contact type?
Yes. Your prompt can say: 'If the contact is from a tech company, attach the API guide; if from a non-tech company, attach the user guide.'
Where does Notis get the documents?
You specify the location in your prompt: 'Attach the file called onboarding-guide.pdf from the shared Notis library' or reference a Google Drive folder.
Can I attach multiple documents?
Absolutely. Your prompt can list: 'Attach the welcome email template, pricing sheet, and service agreement' and all three will be attached.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Jira. A trigger fires from one place; an action lands in another.
Hubspot triggers
Jira actions
Contact Created Trigger
Contact Created Trigger
Add Attachment
Uploads and attaches a file to a jira issue.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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