Open an audit document in the PDF editor
Start a review with an editor session for the audit template your team uses, so document edits have a clear place to happen.
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
Reviewers lose momentum when they have to locate the right PDF template before making edits.
- Create an editor session when review is requested.
- Use a known template for audit document edits.
- Keep the review handoff tied to the incoming request.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Craftmypdf once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Craftmypdf editor session URL for the audit template named in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real audit review request.
Questions about this workflow
Does this generate a finished PDF?
No. This action creates an embeddable editor session URL for a template.
Where does the template come from?
Specify the template in your instruction or request. This workflow does not assume a 21risk trigger or automatic template selection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Craftmypdf. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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