Turn service updates into a report PDF
Give field updates and customer notes a consistent route into a service report document.
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
Job notes arrive in chat, then someone has to reconstruct the service summary and prepare a report later.
- Start report generation from a request carrying job context.
- Ask Notis to preserve supplied facts and identify gaps for review.
- Queue work without waiting for synchronous PDF creation.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Craftmypdf once in the Notis portal.
- 2Create an automation and describe the service report you need.
- 3Have the relevant 2chat workflow send job details to the Notis webhook.
- 4Select a run report destination and test with one real job update.
Questions about this workflow
Will this capture chat messages automatically?
No. A 2chat workflow must send an HTTP request to the Notis webhook with the context to process.
What should the prompt say about incomplete job notes?
Ask Notis to identify missing details for review and not fill gaps with assumptions.
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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