Make investor update edits easy to finish
Give every update a direct path from review request to document editing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Why this helps
Investor updates slow down when small formatting changes require manual setup.
- Shortens final review cycles
- Creates a clear editing handoff
- Reduces formatting interruptions
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Craftmypdf in the Notis portal.
- 2Create an automation named investor update editor session.
- 3Tell Notis to create an editor session for the investor update template specified in the request.
- 4Pick the webhook trigger and choose where reports should go.
- 5Test with one investor update request.
Questions about this workflow
What starts the editor session?
An HTTP request to the Notis webhook starts the automation.
Can it select among templates?
This workflow expects the template to be identified in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Craftmypdf. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
0CodeKit and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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