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
PDF Generator API
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
  • Adds a text or an image watermark to PDF document from base64 string or a remote URL

  • Transforms a JSON payload into an XML-based e-invoice

  • Transforms a JSON payload into an Factur-X e-invoice

  • Transforms a JSON payload into an XML-based XRechnung e-invoice

  • Decrypts an encrypted PDF document from base64 string or a remote URL

  • Encrypts a PDF document from base64 string or a remote URL

  • Extracts form fields and their metadata from a PDF document using base64 string or a remote URL

  • Fills form fields in a PDF document with provided data from base64 string or a remote URL

  • Merges template with data as synchronous job

  • Merges template with data as asynchronous job

  • Merges template with data and returns base64 encoded document or a public URL to a document. You can send JSON encoded data in the request body or a public URL to your JSON file as the data parameter. When the public URL option is used, the document is stored for 30 days and automatically deleted.

  • Creates a QR code based on the configuration

  • Returns document data

  • Converts HTML content to PDF

  • Tags a PDF document for accessibility from base64 string or a remote URL

  • Performs an arbitrary authorized API call.

  • Optimizes the size of a PDF document from base64 string or a remote URL

  • Converts PDF document to images

  • Uploads a PDF as a URL or a base64 encoded string

  • Converts public URL to PDF

Select a trigger and an action

Create workflow (opens in a new tab)