Shrink new deal PDFs before sharing
Keep proposals crisp while making them faster to send and store.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Optimize PDF
Tool to optimize a pdf document to reduce file size while maintaining quality. use when you need to minimize storage or bandwidth for an existing pdf.
Why this helps
Large deal PDFs create slow uploads, awkward email attachments, and unnecessary storage use.
- Reduce document size
- Speed up sharing
- Keep proposal workflows organized
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Api2pdf once in Notis.
- 2Create an automation and ask Notis to optimize the PDF URL attached to each new deal.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose where run reports should go.
- 5Test it with one real deal and a PDF link.
Questions about this workflow
Does optimization change the deal record?
The workflow processes the referenced PDF and reports the result; tell Notis where to record or send the output.
Can I optimize contracts as well as proposals?
Yes, any accessible PDF URL associated with the deal can be used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Api2pdf. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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New Note Received Trigger
Triggered when a new note is created in Pipedrive
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New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Optimize PDF
Tool to optimize a pdf document to reduce file size while maintaining quality. use when you need to minimize storage or bandwidth for an existing pdf.
Reorder PDF Pages
Tool to reorder pages of a pdf document. use when you need to rearrange pages into a new order by specifying page indices.
Connect any two apps with Notis in the middle.
Pipedrive and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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