Make new contact onboarding documents easy to scan
Keep a visual preview of the onboarding document ready for the first follow-up.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
LibreOffice Thumbnail
Tool to generate a thumbnail image of a document using libreoffice. use when you need a quick visual preview of a pdf or office file's first page.
Why this helps
A welcome document can be overlooked when starting a new contact relationship requires several small steps.
- Create a recognizable first-page preview.
- Keep document preparation tied to contact creation.
- Make the welcome process easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Api2pdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to generate a thumbnail of the onboarding document using an accessible URL or file reference.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and an accessible onboarding document.
Questions about this workflow
Can the onboarding document be a PDF?
Yes. Api2pdf's LibreOffice thumbnail action can generate a first-page preview when the PDF is accessible.
What if each contact gets a different document?
Specify how to identify the correct document, using available data or a document reference you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Api2pdf. A trigger fires from one place; an action lands in another.
Hubspot triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Header Footer
Tool to add headers and footers to a pdf document. use when you need consistent page numbering, titles, or custom branding on every page.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete PDF
Tool to delete a previously generated pdf. use when you need to immediately remove a pdf by its response id.
Contact Created Trigger
Contact Created Trigger
Extract PDF Pages
Tool to extract specific pages from a pdf document. use when you need only certain pages from a larger pdf file.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
LibreOffice PDF to HTML
Tool to convert a pdf document to html using libreoffice. use when you need html output of a pdf file (experimental; images may be excluded).
LibreOffice Thumbnail
Tool to generate a thumbnail image of a document using libreoffice. use when you need a quick visual preview of a pdf or office file's first page.
Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Optimize PDF
Tool to optimize a pdf document to reduce file size while maintaining quality. use when you need to minimize storage or bandwidth for an existing pdf.
Reorder PDF Pages
Tool to reorder pages of a pdf document. use when you need to rearrange pages into a new order by specifying page indices.
Connect any two apps with Notis in the middle.
Hubspot and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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