Combine deal review PDFs when the pipeline moves
Keep deal documents together as work advances through a new stage.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Reviewing a deal across several separate PDFs makes it harder to get a quick, complete picture.
- Combine multiple supplied PDF URLs into one review file.
- Make stage review materials easier to open and scan.
- Reduce time spent merging documents by hand.
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 name it.
- 3Describe in one instruction which available or supplied PDF URLs to merge for the deal.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real stage update and valid PDF URLs.
Questions about this workflow
Are deal PDFs discovered automatically?
The event list does not guarantee PDF URLs. Supply the URLs or make them available to Notis in the workflow context.
Does merging change the deal in HubSpot?
No. The action merges PDFs into a combined file and does not update the CRM deal.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customjs.