Create a recurring report PDF on your schedule
Get a regular PDF report ready for review without rebuilding its layout each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Recurring reporting consumes attention when you repeat the same formatting and export steps.
- Create a PDF report on a recurring schedule.
- Use a consistent layout for routine reporting.
- Make missing metrics explicit by supplying them or naming their source.
Setup
Build it in a few focused steps.
- 1Connect CustomJS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the report.
- 3Describe in one instruction the report content, its source or supplied inputs, and the HTML CustomJS should convert.
- 4Pick a Notis recurring schedule trigger and choose where run reports go.
- 5Test once and review the PDF for missing or stale information.
Questions about this workflow
Will the schedule fetch report data on its own?
The schedule starts the workflow, but it does not provide business metrics by itself. Name a data source available to Notis or supply the needed information.
Can I choose how often it runs?
Choose a recurring schedule when setting the Notis trigger.
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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