Find a starting template for a document request
Look through the available templates when a document request arrives, then review the candidates before generation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Why this helps
Choosing a starting template can interrupt a conversation when the available options are not top of mind.
- Retrieve the available PDF templates with the Craftmypdf list action.
- Ask Notis to summarize candidates against the supplied document need.
- Review options before starting a separate generation workflow.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Craftmypdf once in the Notis portal.
- 2Create an automation and describe how to review templates for a request.
- 3Have your 2chat workflow send the document need to the Notis webhook.
- 4Select a report destination and test with one real request.
Questions about this workflow
Does this create a PDF?
No. It retrieves a paginated list of PDF templates for review.
Can it choose a template based on details not supplied?
No. Include the document requirements in the request or instruction, and review the returned candidates.
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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