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Notis

Have a template editor session ready on schedule

When a team regularly prepares a document, Notis can create a Craftmypdf editor session URL at the start of the work cycle.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

People lose time finding the right template and opening an editing session each time a recurring document comes up.

  • Create an editor session URL on a predictable schedule.
  • Reduce the setup steps before recurring document work.
  • Send the run result to a chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect Craftmypdf once in the Notis portal.
  • 2Create an automation in Automations, or tell Notis in plain language from any channel.
  • 3Ask Notis to create an editor session URL for the selected template.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test once and verify the session URL in the run report.

Questions about this workflow

Does this produce a completed PDF?

No. It creates an embeddable editor session URL for a template.

Will the URL still work later?

The workflow returns the session URL created by Craftmypdf. Follow Craftmypdf's own session behavior and availability for its use.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Craftmypdf. A trigger fires from one place; an action lands in another.

Ably triggers

Craftmypdf actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

List PDF Templates

Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Craftmypdf, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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