How to Create HubSpot Tasks from PDF Engagement

Upload the quote and mint one link per prospect — the recipient's email in the payload is what will match the HubSpot contact later:

curl -X POST https://apdf.io/api/docs/4352c-99928-25aa1/links \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "Accept: application/json" \
  -d name="Alex Moreau" \
  -d email="alex@clientco.example"

A task for every two-second bounce would train your team to ignore the tasks. Conditions fix that: trigger on reading activity, but only when the session has covered most of the document.

1. Go to Automations → New Automation and pick Page Read under “When this happens…”.
2. Under “Only if…” add the condition “Completion rate at least” and set it to 80%.
3. Under “Then do this…” paste your Zapier catch-hook URL (next step) and save.

The trigger fires at most once per reading session, and only when the condition holds — here's the real payload for a full read:

{
    "automation": {
        "id": "ac732-a57e5-671d7",
        "name": "Create CRM task on a real read"
    },
    "document": {
        "doc_id": "4352c-99928-25aa1",
        "name": "Q3 Services Proposal",
        "viewer_url": "https://docs.apdf.io/studio/4352c-99928-25aa1",
        "file_pages": 3
    },
    "trigger": {
        "matched_event": "page:read",
        "conditions_evaluated": true
    },
    "event": {
        "session_id": "sHubTask0RealRd1",
        "viewer_id": "aMxV3nKj9qLp2wSe",
        "recipient": {
            "name": "Alex Moreau",
            "email": "alex@clientco.example"
        },
        "data": {
            "page": 1,
            "duration_ms": 21000
        }
    },
    "session": {
        "total_duration_ms": 82000,
        "pages_viewed": 3,
        "completion_rate": 100
    },
    "timestamp": "2026-07-23T07:17:09+00:00"
}

1. In Zapier, create a Zap with the trigger Webhooks by Zapier → Catch Hook; its URL is what you pasted in step 2. Open your link once so Zapier learns the payload shape.
2. Add HubSpot → Find Contact and search by Event Recipient Email — that binds the read to the right person.
3. Add HubSpot → Create Engagement (type: Task), associate it with the found contact, and compose the title from the payload: Follow up — Event Recipient Name read Document Name.
4. Turn the Zap on. Real reads now file their own follow-ups.