Make a deal spreadsheet readable as an HTML table
Give a spreadsheet a format that is easier to view in a web context. Notis can pass a deal's Excel file URL to Conversion tools.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Convert Excel to HTML
Tool to convert an excel file to html. use when you need an html table representation of a .xlsx file via upload or url.
Why this helps
Deal spreadsheets can be awkward to review in contexts that work better with a simple HTML table.
- Create an HTML representation of a linked Excel file.
- Avoid manually converting a spreadsheet after a deal update.
- Use the existing deal stage event to start the task.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should convert the deal's linked Excel file URL to an HTML table.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal that has a valid Excel file URL.
Questions about this workflow
What does the conversion produce?
Conversion tools produces an HTML table representation of the Excel file.
What if the deal has no spreadsheet URL?
The action needs an Excel file from an upload or URL. Test with a deal that provides a valid file URL, and instruct Notis to run only when that input is available.
Does the workflow publish the HTML?
The listed action converts the file to HTML. Publishing or storing the result requires a destination supported by your setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
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Hubspot triggers
Conversion tools actions
Recurring trigger
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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