Merge deal PDFs into one packet
Turn scattered proposal and reference files into one packet for fast review.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
Reviewing a new opportunity across several PDF links creates unnecessary switching and missed context.
- Create one reviewable packet
- Reduce file switching
- Speed up deal handoffs
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CustomJS once in the Notis portal.
- 2Create an automation named Merge Deal PDFs.
- 3Tell Notis to collect the available PDF URLs for the new deal and merge them into one PDF, reporting any missing URLs.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports go.
- 5Test with one real deal that has multiple PDF URLs.
Questions about this workflow
Where do the PDF URLs come from?
They must be available in the event data or supplied in the automation context.
What if only one PDF exists?
Tell Notis whether to return that file unchanged or report that merging was unnecessary.
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.
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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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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
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