Preview documents connected to new HubSpot contacts
See the first page of a contact's document without opening the full file.
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
A file attached to a new contact can be easy to overlook when follow-up is spread across tools.
- Surface a quick visual preview for review.
- Reduce the steps needed to inspect a supplied document.
- Keep new-contact document handling tied to the contact event.
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 thumbnail for the first page of a document associated with the new contact, using its available URL or file reference.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact that has an accessible PDF or office document.
Questions about this workflow
Will the workflow find an attachment automatically?
Only if the event or connected data makes a document reference available. If it does not, provide the file URL or reference in your instruction.
What does the thumbnail include?
Api2pdf's LibreOffice thumbnail action generates a visual 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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Webhook trigger
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Contact Created Trigger
Contact Created Trigger
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Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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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.
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Reorder PDF Pages
Tool to reorder pages of a pdf document. use when you need to rearrange pages into a new order by specifying page indices.
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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No card. Works with personal or business Api2pdf.