Prepare a client onboarding PDF from chat
Turn the details you capture in a client conversation into a consistent onboarding document workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
After a client says yes, onboarding details and document preparation can get scattered across chat and other tools.
- Start a background PDF job when your workflow sends an onboarding request.
- Use only client details included in the request or your prompt.
- Send run reports to a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Craftmypdf once in the Notis portal.
- 2Create an automation and describe the onboarding document outcome.
- 3Have the 2chat workflow send the relevant client context to the Notis webhook.
- 4Pick a report destination and test with one real client example.
Questions about this workflow
Does Notis know our onboarding requirements automatically?
No. Include your requirements in the instruction or request, and tell Notis to flag missing information.
Can generation happen in the background?
Yes. The selected Craftmypdf action queues PDF generation asynchronously.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Craftmypdf. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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