Turn new HubSpot contacts into welcome PDFs
Give each new contact a polished welcome document without stopping to prepare it by hand.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Preparing welcome materials for every new contact adds repetitive work and makes timely follow-up easier to miss.
- Start welcome document generation as soon as a contact is created.
- Keep preparation out of your manual follow-up queue.
- Use the template and content rules you describe to 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 to generate a welcome PDF with your chosen CraftMyPDF template for each new HubSpot contact.
- 4Pick the HubSpot Contact Created trigger, then choose where run reports go.
- 5Test with one real example and confirm the generated document arrives through the configured webhook flow.
Questions about this workflow
Which HubSpot event starts this workflow?
The HubSpot Contact Created trigger, event 10673, starts it for a newly created contact.
Does this workflow send the PDF to the contact?
The listed CraftMyPDF action queues PDF generation and returns the result through a webhook. It does not provide an email-sending action.
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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