Create a welcome PDF for every new HubSpot contact
Start each new relationship with a polished welcome packet, generated from the contact details you already have.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
Why this helps
New contacts can sit without a useful welcome document while you switch between your CRM and document tools.
- Create a consistent first-touch document as contacts arrive.
- Reduce manual copying from HubSpot into a document template.
- Use only details present in the contact record or supplied in your instruction.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CustomJS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, describe the welcome packet content and how CustomJS should convert the HTML to PDF.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the generated PDF.
Questions about this workflow
What contact details can appear in the PDF?
Notis can use details returned with the HubSpot contact event. If the packet needs information that is not available there, supply it in your instruction or supporting content.
Does this send the PDF to the contact?
No. The selected CustomJS action converts HTML to a PDF and returns PDF bytes. This workflow creates the document; it does not send an email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Customjs. A trigger fires from one place; an action lands in another.
Hubspot triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Tool to authenticate a CustomJS API key. Use when verifying a user's API key before making further requests.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
Contact Created Trigger
Contact Created Trigger
Convert HTML to PNG
Tool to convert HTML string to PNG image. Use when you need a PNG from HTML after preparing your markup.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Capture webpage screenshot
Tool to capture a screenshot of a webpage. Use when you need a visual snapshot of a URL.
Merge multiple PDFs into one
Tool to merge multiple PDF files into a single PDF. Use when you have multiple PDF URLs and want one combined PDF.
Run Puppeteer Script
Tool to run a Puppeteer script and capture a screenshot. Use when automating headless browser tasks and needing a PNG output. Use after confirming the script logic.
Connect any two apps with Notis in the middle.
Hubspot and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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