Put the right deal checklist one scan away
Make a known checklist easy to reach at a deal milestone without searching for its link.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Generate Barcode or QR Code
Tool to generate barcodes or qr codes using zebra crossing (zxing). use when you need a barcode or qr code image from text values.
Why this helps
Remembering where a stage-specific checklist lives adds another task during an already busy handoff.
- Make a specified checklist available by scan.
- Tie the shortcut to a meaningful deal-stage event.
- Cut down on manual link searching.
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 QR code for the checklist URL you specify for the deal stage update.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal and verify the QR code opens the checklist.
Questions about this workflow
Does this create or update the checklist?
No. It generates a QR code for a checklist URL that you supply or make available.
Can checklist links vary by stage?
Yes, if you provide the relevant URL or the workflow can access it. State the desired rule in your instruction.
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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Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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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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