Keep a readable record of every deal stage change
When a deal moves, Notis can turn the available deal context into a PDF snapshot for a quick review or handoff.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Convert URL to PDF
Tool to convert a url to pdf with full parameter support. use when you need advanced control over paper size, margins, headers/footers, or webhook callbacks.
Why this helps
Deal updates can be hard to track when the useful context is scattered across pipeline views and follow-up notes.
- Keep a document snapshot of deal details at the time of a stage change.
- Make pipeline updates easier to review outside HubSpot.
- Reduce manual preparation for internal handoffs.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cloudlayer once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to create a PDF snapshot from the deal details returned when its stage changes.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real deal stage update and review the PDF.
Questions about this workflow
Does this workflow decide what a stage change means?
It can summarize the deal details provided by HubSpot, but it should not infer stage-specific meaning unless you include that guidance in your instruction.
Can the PDF use custom paper settings?
Yes. The Convert URL to PDF action supports advanced PDF parameters. Specify the requirements in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cloudlayer. A trigger fires from one place; an action lands in another.
Hubspot triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Tool to add a new user storage configuration. use when you need to attach an external bucket or container for file storage.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Tool to retrieve a specific asset by its id. use when you need to fetch metadata or download url of an existing asset after its generation.
Contact Created Trigger
Contact Created Trigger
Get API Status
Tool to test api reachability. use when checking if the cloudlayer api is available.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
List Assets
Tool to list the ten most recent assets. use when you need to retrieve your latest cloudlayer assets.
List Storage Configurations
Tool to retrieve a list of all storage configurations. use after authenticating to cloudlayer to view your account's storage settings.
Convert URL to Image
Tool to convert a webpage url to an image. use when dynamic screenshot parameters are needed.
Connect any two apps with Notis in the middle.
Hubspot and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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