Open the right PDF editor as a deal changes stage
Bring the document editing step closer to the deal update that calls for it.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Why this helps
Finding the right template and opening the editor adds friction when a deal needs a document reviewed or personalized.
- Create an editor session URL in response to a deal stage update.
- Make a selected template available for editing at the right time.
- Reduce the effort of locating the document editing flow.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which deal stage update should create an editor session URL and which template to use.
- 4Pick the HubSpot Deal Stage Updated trigger, then choose where run reports go.
- 5Test with one real example and open the resulting editor session URL.
Questions about this workflow
What does the editor session action create?
It creates an embeddable editor session URL for a template. It does not itself generate or send a finished PDF.
Can I choose which template to open?
Yes. Tell Notis which available CraftMyPDF template to use. If you need to browse the available templates first, use the List PDF Templates action in a separate workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Craftmypdf. A trigger fires from one place; an action lands in another.
Hubspot triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Contact Created Trigger
Contact Created Trigger
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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