Capture vendor companies from PDF documents
Turn vendor details from a PDF into a company record while the document is already in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
Vendor information arrives in PDFs and is easy to leave unrecorded or enter inconsistently.
- Record vendor companies from supplied document details.
- Reduce repeated data entry from onboarding documents.
- Keep vendor information easier to find in HubSpot.
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 company records from vendor details included with the PDF request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real vendor document and check the resulting company record.
Questions about this workflow
Does this workflow extract every company field from a PDF?
It can use details available in the webhook request or document. Include instructions for missing or ambiguous information in the automation prompt.
Will it update an existing company?
The selected action creates companies in a batch. It does not update or deduplicate existing records.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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