Stage deal documents for the next conversion step
Put a deal document in temporary storage at the pipeline moment it is needed.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Deal documents can get lost between a stage transition and the follow-up work they require.
- Uploads deal file data with multipart form data.
- Returns an id for later conversion steps.
- Starts from the deal stage update event.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Convertapi once in the Notis portal.
- 2Create an automation using Automations, New Automation.
- 3Tell Notis to multipart-upload the supplied deal document and return its file id for follow-up work.
- 4Choose HubSpot Deal Stage Updated as the trigger and select a report destination.
- 5Test using a real deal document and inspect the run report.
Questions about this workflow
How long does temporary storage last?
The uploaded file is stored for up to 3 hours.
Does this convert the document too?
No. It uploads the file and obtains a file id for subsequent conversions.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Convertapi.