Hubspot quote - automatic pdf export after signature
We are using hubspot quotes to manage the commercial parts of all deals. As soon as the deal is signed, we want to archive the content of the quote in an external system (MS Teams) where the project org use the quote to have overview over Scope of Work and budget. The quote link expires, and it is thus not possible to use the link to the quote as a reference into the external system. We have landed on that it is a pdf that is best suited for this purpose. It is however not supported through an API call today, and we need to manually download the pdf and upload into Teams. We would there like an API call in order to set up automatic pdf export to a designated Teams site.
Hey @madsma — this can likely be done with Make.com! We haven't specifically set this up to import into Teams, but we have built this for importing into Google Drive. The same logic would apply. Here are the steps:
Use a quote-based workflow to copy the PDF download link to a Deal property when it is known. Note—you could add an additional filter for quote status = signed
Use make.com to watch deals that are in a specific stage (say Proposal Signed)
Filter them by the date they entered that stage (we do the last 1 day)
Use an HTTP call to get the file from the link stored on the deal property
Create a folder and upload the file into Google Drive
Run the automation below every day
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