Generate a proposal PDF when a deal is created
Move from deal creation to a polished proposal draft while the opportunity is still fresh.
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
Proposal drafting becomes a recurring interruption during busy sales days.
- Shorten proposal preparation time
- Use a repeatable proposal format
- Create a clear handoff for review
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Craftmypdf in Notis.
- 2Create a new automation with a clear proposal name.
- 3Describe the outcome: generate a proposal PDF for each new deal using your selected template and the deal details available.
- 4Choose the New Deal Received trigger.
- 5Select a report channel and test with one real deal.
Questions about this workflow
Does this send the proposal to the prospect?
No. It queues the PDF generation and reports the result; you decide how to review or send it.
What if a deal lacks information?
Notis can only use details returned by Pipedrive and your instructions, so missing content should be supplied or left for review.
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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