Queue monthly invoice PDFs automatically
Start each billing cycle with document generation already in motion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Recurring invoice preparation becomes a forgotten end-of-month task.
- Creates a dependable monthly handoff
- Reduces billing administration
- Uses background generation for large batches
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Craftmypdf in the Notis portal.
- 2Create an automation named monthly invoice PDF queue.
- 3Tell Notis to submit the current invoice data for asynchronous Craftmypdf generation.
- 4Pick a monthly schedule and choose where reports should go.
- 5Test with one real invoice set.
Questions about this workflow
Where does invoice data come from?
The scheduled prompt must identify the invoice data available to the workflow.
Does this send invoices to customers?
No. It queues PDF generation and reports the result.
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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