Get a quick preview of documents at key deal stages
Keep a visual reference to a supplied deal document ready when a stage changes.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Reviewing deal documents at a transition point takes extra context switching and can delay the next action.
- Create a quick first-page reference at a deal transition.
- Make document review easier to start.
- Connect a real HubSpot stage update to a document preview.
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 first-page thumbnail for the deal document using an accessible URL or file reference.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal that has an accessible document.
Questions about this workflow
Does this create a thumbnail of every deal file?
It can process a document reference made available to the workflow. Specify which document to use if a deal has multiple files.
Can the workflow extract a preview if the file is inaccessible?
No. The document must be accessible to Api2pdf through a suitable URL or file reference.
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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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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