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Retrieve uploaded originals during contact intake

Bring an existing temporary upload back into the workflow using its Convertapi file id.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

Download Uploaded File

Tool to download a previously uploaded file by its fileid. use when you need to retrieve the original file data stored temporarily on the server (expires after 3 hours). example prompt: "download uploaded file with id 25811safe8e61dd3f51ef00ee5f58b92"

Why this helps

A temporary file can be hard to reuse when its id is buried in a previous process or message.

  • Downloads a previously uploaded file using its file id.
  • Can reuse a file already stored in temporary Convertapi storage.
  • Ties retrieval to a contact creation event when the id is available.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Convertapi once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Tell Notis to download the previously uploaded file using the file id available for the contact.
  • 4Select HubSpot Contact Created as the trigger and choose where reports go.
  • 5Test with a real contact and a valid Convertapi file id.

Questions about this workflow

Can this retrieve any file based on the contact alone?

No. The action requires a previously uploaded file's file id.

How long does an uploaded file remain available?

The temporary upload expires 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.

TriggerScheduled

Async Convert

Tool to perform an asynchronous file conversion. use when converting large or long-running files to avoid client timeouts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Async Job

Tool to delete a previously created asynchronous conversion job. use when the job is no longer required to free server resources.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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