Make contact policy documents easier to inspect
Get a quick visual cue for the policy document you associate with a new contact.
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
Important reference documents can take time to locate and open during a first-contact workflow.
- Make a document's first page quick to recognize.
- Prepare a useful reference at contact creation.
- Reduce manual searching for a supplied policy file.
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 create a first-page thumbnail of the policy 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 confirm the policy file is accessible.
Questions about this workflow
Does the workflow decide which policy applies?
Only if the relevant document reference and selection rule are available. Specify the policy document or how to identify it.
Can I preview a long PDF policy?
Yes. The thumbnail action generates a preview of the document's first page.
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.
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Contact Created Trigger
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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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