Create a deal brief PDF from every new Pipedrive deal
Give every new opportunity a clear, ready to share brief without rebuilding the context by hand.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
New deals often arrive without a consistent summary, so founders lose time preparing updates and follow ups.
- Create a consistent deal brief instantly
- Reduce manual formatting work
- Give collaborators one concise artifact
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CustomJS once in the Notis portal.
- 2Create an automation named New Deal Brief PDF.
- 3Tell Notis to summarize each new deal into HTML with value, stage, organization, owner, and suggested next steps, then convert it to a PDF.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real deal and review the generated PDF.
Questions about this workflow
What starts this workflow?
The workflow runs when Pipedrive creates a new deal.
Can I control the PDF layout?
Yes. Describe the HTML structure, branding, and sections you want in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Customjs. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Convert HTML to PNG
Tool to convert HTML string to PNG image. Use when you need a PNG from HTML after preparing your markup.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Capture webpage screenshot
Tool to capture a screenshot of a webpage. Use when you need a visual snapshot of a URL.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customjs.