Start contact intake documents with an editor session
Make the next document step available as soon as a new contact appears.
Trigger
Contact Created Trigger
Contact Created Trigger
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
New contact intake can stall while someone searches for the right document template and editing link.
- Create a template editor URL when a contact is created.
- Make intake document preparation easier to pick up.
- Use the intake template your team specifies.
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 to create an editor session for your intake template when a contact is created.
- 4Pick the HubSpot Contact Created trigger, then choose where run reports go.
- 5Test with one real example and confirm the editor session URL is usable.
Questions about this workflow
Does the editor session fill in contact data automatically?
The listed action creates an editor session URL for a template. It does not specify automatic field filling, so describe any supported preparation in your instruction and verify with an example.
Does this create a finished PDF?
No. It opens an embeddable editor session. Use the asynchronous PDF generation action when you need to queue a finished PDF.
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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