Stage contact files for conversion
Put an available contact file into Convertapi storage so the next document step can use it.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Files passed between intake and conversion steps can require repeated manual uploads.
- Uploads a file via multipart form data.
- Returns a file id for subsequent conversions.
- Uses temporary storage designed for files held up to 3 hours.
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 upload the supplied contact file using Convertapi multipart upload and return its file id.
- 4Pick HubSpot Contact Created as the trigger and choose a report destination.
- 5Test with one real contact whose file data is available to Notis.
Questions about this workflow
Does the contact event automatically contain file data?
The event list does not guarantee file data. Supply it to Notis from an available source.
How long is the file available?
Convertapi temporary uploads are retained for up to 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
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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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