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
CraftMyPDF.com
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 page number, watermark and text to PDF.

  • Adds watermark to a PDF document.

  • Generates a chart in image or PDF format. We support line chart, bar chart, area chart, line chart, pie chart and donut chart.

  • Generates a BarCode/QRCode label with support for 100+ popular formats, including EAN, UPC-A/E, ISBN, Code 128, GS1-128, Code 39, Micro QR Code, Data Matrix, PDF417, and Aztec Code and etc.

  • Deletes a PDF template.

  • Downloads a PDF from a URL.

  • Clones a new PDF template from an existing template.

  • Updates the fillable fields(such as text fields, checkboxes, dropdowns, etc) in a PDF document with the provided values.

  • Generates a certificate PDF from default templates.

  • Generates a label sheet(such as Avery labels) from default templates.

  • Creates a PDF document from a reusable PDF template based on dynamic data.

  • Generates an image from a reusable image template based on dynamic data.

  • Generates an invoice PDF from default templates.

  • Gets account information.

  • Joins multiple PDF URLs into one PDF document.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)