Open security questionnaires with the right vault context
Start the right questionnaire template while the relevant customer and security details are still in view.
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
Security questionnaires force founders to switch between vault records, templates, and document tools.
- Reduce context switching
- Open a reusable questionnaire template quickly
- Keep sensitive context limited to approved details
Setup
Build it in a few focused steps.
- 1Connect 1Password and Craftmypdf once in the Notis portal.
- 2Create an automation named Security questionnaire editor.
- 3Tell Notis to create an editor session for the specified questionnaire template and use only approved payload context.
- 4Pick the notis_webhook trigger and send the request when a questionnaire task starts.
- 5Choose a report channel, then test with one real questionnaire request.
Questions about this workflow
Does this fill the questionnaire automatically?
It opens an embeddable editor session for the specified template; you decide what to enter or instruct Notis to prepare.
What if the template identifier is missing?
Provide it in the webhook payload or ask Notis to use a known template reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Craftmypdf. A trigger fires from one place; an action lands in another.
1password 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.
1password and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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