Make refund context easier to review
Gather the facts provided about a refund request into a document your team can review without rereading a long conversation.
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
Refund details and prior decisions can be hard to piece together when they are scattered through chat.
- Queue a PDF using context included in the webhook request.
- Ask Notis to separate supplied facts from unresolved questions.
- Create a review artifact without asking the automation to make the refund decision.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Craftmypdf once in the Notis portal.
- 2Create an automation and describe the refund review document you want.
- 3Have your 2chat workflow send the relevant context to the Notis webhook.
- 4Choose where run reports go and test with one real refund example.
Questions about this workflow
Does the workflow approve or deny refunds?
No. It queues a document for review. Any decision rules and context must be supplied by you.
Can it use conversation history that is not sent in the request?
No. Include the relevant history or summary in the request if it should be considered.
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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