Move PDF proposals into HubSpot deals
Send the proposal details and PDF link to Notis. It can create the deal while the context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Proposal details and next steps get lost between generating a PDF and logging the opportunity.
- Capture new opportunities without retyping proposal details.
- Keep the proposal link with the deal context when supplied.
- Reduce the gap between sending a proposal and tracking it.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that Notis should create a deal from the supplied proposal and prospect details, including the PDF link when provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal request and confirm the deal details.
Questions about this workflow
Does Api2pdf start this automation automatically?
Api2pdf has no trigger event in this setup. An HTTP request to the Notis webhook starts the automation, such as a request sent after your PDF generation process finishes.
Will this send the proposal to the prospect?
No. The selected HubSpot action creates a deal. It does not send email or deliver the PDF.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Hubspot. A trigger fires from one place; an action lands in another.
Api2pdf triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Api2pdf and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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