Move PDF event attendee details into HubSpot
Keep attendee follow-up moving by turning supplied PDF attendee details into HubSpot contacts as soon as the webhook arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Attendee details buried in PDFs can make post-event follow-up slow and inconsistent.
- Reduce attendee data entry after an event.
- Keep supplied contact details in HubSpot for follow-up.
- Flag records without sufficient contact information.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and HubSpot once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create HubSpot contacts from attendee details included in the CloudPDF event webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real attendee record and confirm the contact in HubSpot.
Questions about this workflow
Does CloudPDF provide an attendee event trigger?
No CloudPDF trigger events are listed. Use a Notis webhook and send attendee details to it from the relevant CloudPDF workflow.
Can it create a contact for every attendee?
Ask Notis to create contacts only from entries with usable contact details and report incomplete entries.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Hubspot. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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