Create a sales brief PDF from every new Pipedrive deal
When a deal appears, Notis turns its available details into a ready-to-share sales brief PDF.
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
New deals often sit without a clear summary, next step, or owner context.
- Reduce manual deal summaries
- Give collaborators a consistent brief
- Keep early-stage follow-up moving
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Craftmypdf once in Notis.
- 2Create an automation and name the sales brief workflow.
- 3Tell Notis to generate a sales brief PDF from each new deal using your chosen Craftmypdf template.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports go.
- 5Test with one real deal and review the generated PDF.
Questions about this workflow
What starts this workflow?
A new deal created in Pipedrive starts it.
Can I use my own PDF design?
Yes. Tell Notis which Craftmypdf template to use when you create the automation.
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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