Get a quick visual preview of deal quotes
Have the first page of a quote ready to inspect at a deal milestone.
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
Pulling a quote from a file store during a deal update can interrupt the next customer action.
- Make a quote easier to locate and recognize.
- Connect a document preview to a real stage update.
- Reduce the work before reviewing a quote.
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 quote 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 and check that the correct quote document is used.
Questions about this workflow
Does the workflow generate the quote itself?
No. It previews an existing accessible quote document.
What if a deal has multiple quote files?
Describe which quote to use or provide its URL or file reference so the workflow can identify the intended document.
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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