Merge note attachments into one PDF
Keep the documents behind a note together for easier review and handoff.
Trigger
New Note Received Trigger
Triggered when a new note 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
Related attachments spread across a note are tedious to open one by one.
- Consolidate supporting files
- Make note handoffs simpler
- Reduce repetitive downloads
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CustomJS once in the Notis portal.
- 2Create an automation named Merge Note Attachments.
- 3Tell Notis to merge the PDF URLs referenced by each new note into one document and report unavailable files.
- 4Pick the Pipedrive New Note Received trigger and select the report destination.
- 5Test with one real note containing multiple PDF URLs.
Questions about this workflow
Can non PDF attachments be included?
The merge action is for PDF files, so non PDF files must be converted first by another supported workflow.
Will the original files be changed?
No. CustomJS returns a merged PDF.
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
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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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