Send Onboarding Documents Automatically to New Contacts
Every new contact needs your onboarding docs, but manually sending them is friction you don't need. Notis watches HubSpot and automatically delivers documents via Telegram, so new contacts have everything they need without you lifting a finger.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Send Document
Send general files (documents) to a telegram chat using the bot api.
Why this helps
New contacts ask for your onboarding guide, terms, or pricing doc. You dig through your files, send the same PDFs over and over, and sometimes forget entirely. Each manual share is a cognitive switch that drains focus.
- Documents go out instantly without manual sending
- Contacts get consistent onboarding materials
- No searching for files or managing attachments
- Track document delivery through Notis
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Telegram to Notis.
- 2Create an automation: 'When a contact is created in HubSpot, send them our onboarding document via Telegram' or ask Notis to set it up.
- 3Specify which document to send and any context (e.g., 'Include a note about the next steps').
- 4Select 'Contact Created' as the trigger and choose your notifications channel.
- 5Test with a new HubSpot contact and verify the document arrives in Telegram.
Questions about this workflow
What types of documents can I send?
PDFs, Word docs, images, and other files. Notis can send any file you link or reference in your automation prompt.
Can I send different documents based on contact type?
Yes. Describe your logic in the prompt: 'If they're an enterprise lead, send contract template. If they're SMB, send pricing guide.'
How will they access the document in Telegram?
Notis sends the document as a file attachment in Telegram. They can download and open it immediately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Telegram. A trigger fires from one place; an action lands in another.
Hubspot triggers
Telegram actions
Contact Created Trigger
Contact Created Trigger
Answer Callback Query
Use this method to send answers to callback queries sent from inline keyboards. the answer will be displayed to the user as a notification at the top of the chat screen or as an alert.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Message
Delete a message, including service messages, with certain limitations.
Edit Message
Edit text messages sent by the bot.
Export Chat Invite Link
Generate a new primary invite link for a chat; any previously generated primary link is revoked. the bot must be an administrator in the chat for this to work and must have the appropriate administrator rights.
Forward Message
Forward messages of any kind. service messages can't be forwarded.
Get Chat Info
Get up to date information about the chat (current name of the user for one-on-one conversations, current username of a user, group or channel, etc.).
Get Chat Administrators
Get a list of administrators in a chat. on success, returns an array of chatmember objects that contains information about all chat administrators except other bots.
Get Chat History
Get chat history messages. note: this uses the getupdates method with specific parameters to retrieve historical messages.
Connect any two apps with Notis in the middle.
Not just Hubspot and Telegram. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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