Prepare onboarding PDFs for final personalization
Give your team an editing link as soon as a new onboarding document is ready.
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
Small personalization changes create unnecessary back-and-forth before onboarding starts.
- Speeds up final personalization
- Reduces handoff messages
- Creates a consistent onboarding step
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Craftmypdf in the Notis portal.
- 2Create an automation named onboarding editor link.
- 3Tell Notis to create an editor session for the onboarding template named in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one new onboarding request.
Questions about this workflow
Can it personalize fields by itself?
It creates the editor session; the supplied template and request determine what can be edited.
Is the editor link embeddable?
Yes. Craftmypdf returns an embeddable editor session URL.
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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