Make deal feedback links easy to scan
Prepare a scan-ready survey link for the deal milestone where you want to collect feedback.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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Why this helps
Remembering to find and share a survey link during a deal handoff can add follow-up work.
- Turn an existing survey URL into a QR code.
- Prepare feedback collection at a deal transition.
- Reduce manual link sharing steps.
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 QR code for the survey URL you specify for a deal stage update.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal and verify the survey destination.
Questions about this workflow
Does this workflow create a survey?
No. Provide an existing survey URL for Api2pdf to encode as a QR code.
Can it be used for a specific transition?
Describe the intended deal stage context in your instruction and test with an example that matches it.
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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