Bring deal documents into processing at each stage
Let a deal stage change start the document handoff, using the file URL available to Notis.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Important deal paperwork can be left in a link or conversation while the opportunity moves forward.
- Ties document intake to a real deal stage update.
- Imports a remote file without downloading it locally first.
- Makes an uploaded file id available for a follow-on conversion.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Convertapi once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a recognizable name.
- 3Tell Notis to upload the document URL available for the updated deal to Convertapi.
- 4Choose HubSpot Deal Stage Updated as the trigger and select where reports go.
- 5Test with one real deal stage update that includes an accessible document URL.
Questions about this workflow
Does a stage update provide a document URL automatically?
The event list does not guarantee a document URL. Provide the URL to Notis through available event data or your instruction.
How long does Convertapi retain an upload?
Uploaded files are temporary and expire after 3 hours.
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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