Prepare proposal PDFs when deals move forward
Let a meaningful deal stage change start proposal preparation while the opportunity is fresh.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
A deal can move forward while proposal preparation sits in someone's notes or task list.
- Begin proposal generation on the deal stage update.
- Reduce manual reminders to start document preparation.
- Keep proposal content aligned with instructions you give Notis.
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 change should start a proposal PDF and which CraftMyPDF template and instructions to use.
- 4Pick the HubSpot Deal Stage Updated trigger, then choose where run reports go.
- 5Test with one real example and review the generated PDF result.
Questions about this workflow
Can I specify a stage for proposal generation?
Describe the desired stage and proposal outcome in your instruction. The trigger available here is Deal Stage Updated, event 10674; users do not build trigger filters.
Will this workflow email the proposal to a prospect?
No. The available action queues PDF generation and returns a result via webhook. Sending is not one of the listed actions.
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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