Keep new contact intake PDFs ready to process
Move intake documents into Convertapi as soon as a new HubSpot contact arrives.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Upload File From URL
Tool to upload a file directly from a remote url. use when you need to import files hosted on a remote server without downloading locally.
Why this helps
New contact records can arrive separately from their supporting documents, leaving intake files scattered and easy to miss.
- Starts document handling from a real contact creation event.
- Imports a remote file without a manual download and re-upload.
- Creates a temporary Convertapi file for later conversion steps.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Convertapi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to upload the intake PDF URL supplied with each new contact to Convertapi.
- 4Pick HubSpot Contact Created as the trigger and choose where run reports go.
- 5Test with one real contact that includes an intake PDF URL.
Questions about this workflow
Does HubSpot always include an intake PDF URL?
No. The automation can use a URL available in the contact event or otherwise provided to Notis. If no URL is available, supply one in the instruction or your process.
How long is an uploaded file stored?
Convertapi's uploaded files are temporary and expire after 3 hours, so use the file id promptly in a follow-on conversion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Convertapi. A trigger fires from one place; an action lands in another.
Hubspot triggers
Convertapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Async Convert
Tool to perform an asynchronous file conversion. use when converting large or long-running files to avoid client timeouts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Async Job
Tool to delete a previously created asynchronous conversion job. use when the job is no longer required to free server resources.
Contact Created Trigger
Contact Created Trigger
Delete Uploaded File
Tool to delete a previously uploaded file. use when the file is no longer needed and should be removed from temporary storage.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Supported Input Formats For Output
Tool to list all input formats that can convert to a specified output format. use after deciding the target output format.
Convert PDF to DOCX
Tool to convert pdf files to docx format. use when you need editable word documents from pdfs. provide pdf content or url and receive docx file metadata and download links.
Convert PDF to JPG and Store
Tool to convert a pdf to jpg and store the result on the server. use when individual jpg pages are needed for further workflow steps.
Upload File From URL
Tool to upload a file directly from a remote url. use when you need to import files hosted on a remote server without downloading locally.
Upload File (Multipart)
Tool to upload a file via multipart/form-data. use when you need to store a file on convertapi's servers (up to 3 hours) and obtain a fileid for subsequent conversions.
Connect any two apps with Notis in the middle.
Hubspot and Convertapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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