Move a WhatsApp lead toward a proposal
Capture the scope and next steps from a lead conversation, then start proposal generation without another round of manual document setup.
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
Promising leads lose momentum when proposal details have to be recopied after the conversation ends.
- Turn webhook-supplied lead context into a PDF generation job.
- Ask Notis to distinguish confirmed scope from unanswered questions.
- Reduce repeated copy and paste after a sales conversation.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Craftmypdf once in the Notis portal.
- 2Create an automation and explain how lead details should become a proposal.
- 3Have your 2chat workflow send a proposal request to the Notis webhook.
- 4Choose where reports go and test with one real lead example.
Questions about this workflow
Can Notis decide pricing from a chat?
Only provide pricing rules that you explicitly supply. Ask Notis to flag missing or unclear scope rather than infer it.
What starts the automation?
An HTTP request to the Notis webhook, such as one sent by a 2chat workflow.
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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