Our HubSpot Engineering team first created a Sandbox environment to test how they can leverage a Programmable Workflow in Operations Hub alongside PDF Monkey.
Time to get coding!
Once the deal stage is moved to ‘Won’ the contact is enrolled in a Programmable Workflow with two sets of Custom Code…
Custom Code - Part 1: Creates the PDF document for the donor.
Custom Code - Part 2: Saves the document’s ‘preview link’ so it can easily be added to a HubSpot email later.