Find conversion options for deal files
Give your team the available format choices for deal paperwork as the opportunity progresses.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Supported Output Formats For Input
Tool to list all output formats a given input format can be converted into. use when you need to dynamically retrieve conversion options for a specific input format.
Why this helps
Deal reviews can pause while someone checks which output formats are available for a file type.
- Lists output formats for a known input type.
- Helps decide how to handle deal paperwork.
- Runs from an actual deal stage event.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Convertapi once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3Tell Notis the deal document's input format and ask for supported output formats.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where reports go.
- 5Test with a real deal and a known file format.
Questions about this workflow
Will this create a converted file?
No. It returns supported output format options for the input format.
What information must be available?
Notis needs the document's input format to request the supported outputs.
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.
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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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