Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
Autype
Action: Select an action
1. Select a trigger
  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action
  • Add a text watermark to all or specific pages of a PDF. Waits for completion.

  • Create a bulk render job by uploading a CSV, Excel, or JSON file with variable data. Waits for completion.

  • Create a bulk render job with an array of variable sets. Each item generates one document. Waits for completion.

  • Compress a PDF to reduce file size. Waits for completion.

  • Convert a DOCX file to PDF or ODT. Waits for completion.

  • Convert an ODT file to PDF or DOCX. Waits for completion.

  • Convert PDF pages to images (PNG or JPEG). Waits for completion.

  • Create a new document in a project. Optionally provide initial content.

  • Create a new project in the organization (always PUBLIC).

  • Delete a tool file from storage.

  • Delete a temporary image before it expires.

  • Download a tool file by ID.

  • Download the bulk render output as a ZIP file.

  • Download the rendered document file.

  • Fill form fields in a PDF with provided values. Supports text, checkboxes, dropdowns, radio groups, and option lists. Optionally flatten fields. Waits for completion.

  • Get a document by ID including its latest content (JSON snapshot).

  • Get the current status of a bulk render job.

  • Get the variable definitions for a document.

  • Get metadata for a specific tool file.

  • Extract form field names, types, options, and current values from a PDF. Waits for completion.

  • Extract metadata from a PDF (page count, title, author, etc.). Waits for completion.

  • Get the current status of a render job.

  • Get the current status of a tool job.

  • Keep or remove specific pages from a PDF. Waits for completion.

  • List all documents for the organization. Optionally filter by project.

  • List all projects for the organization.

  • List all render jobs for the organization.

  • List all non-expired temporary images.

  • List all non-expired tool files.

  • List tool jobs for the organization.

  • Performs an arbitrary authorized API call.

  • Merge 2–20 PDF files into a single PDF. Waits for completion.

  • Encrypt a PDF with password protection. Waits for completion.

  • Submit document JSON for rendering to PDF, DOCX, or ODT. Waits for completion and returns the download URL.

  • Submit Extended Markdown content for rendering to PDF, DOCX, or ODT. Waits for completion and returns the download URL.

  • Render a pre-existing document from your Autype workspace by its ID. Waits for completion and returns the download URL.

  • Replace placeholder tags in a DOCX or ODT document with text, images, lists, or table data. Output format is configurable (DOCX, PDF, ODT). Waits for completion.

  • Rotate specific pages of a PDF by 90, 180, or 270 degrees. Waits for completion.

  • Split a PDF into multiple parts by page ranges. Output is a ZIP file. Waits for completion.

  • Remove password protection from a PDF. Waits for completion.

  • Upload a document (PDF, DOCX, ODT) for use with tool actions. Also accepts images (PNG, JPEG) for use as image variables in placeholder replacement. Files expire after 24 hours.

  • Upload a temporary image for use in ad-hoc renders. Images expire after 24 hours.

Select a trigger and an action

Create workflow (opens in a new tab)