Generate an approval packet for each new deal
Give decision makers a consistent packet with the deal context they need to review.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Approvals slow down when reviewers must gather deal details from several places.
- Make reviews easier to scan
- Reduce approval back and forth
- Create a repeatable internal artifact
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Craftmypdf once.
- 2Create an automation for deal approval packets.
- 3Describe the outcome: generate an internal approval packet PDF for each new deal using the chosen template and available deal data.
- 4Choose the New Deal Received trigger.
- 5Select a report channel and test with one real deal.
Questions about this workflow
Is this customer-facing?
It is designed as an internal review document unless you instruct Notis otherwise.
Can it include a risk section?
Yes, when the relevant risk information is present or you provide the criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Craftmypdf. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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