Prepare an invoice approval PDF from extracted details
Bring the invoice information and review context together in one approval ready PDF, generated in the background.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Why this helps
Approval preparation often means re-entering invoice details and rebuilding the same review document for each bill.
- Build repeatable approval PDFs from incoming invoice details.
- Reduce repetitive preparation for each bill.
- Use asynchronous generation for a background document run.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to use the incoming invoice information to generate an approval PDF with your chosen template.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice and review the generated approval document.
Questions about this workflow
Can the workflow infer approval rules?
Only provide approval rules or other context in your instruction or webhook input. The apps listed do not supply business approval policy by default.
Why use asynchronous generation?
The action queues the PDF in the background and returns the result through a webhook when it is ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Craftmypdf. A trigger fires from one place; an action lands in another.
Affinda triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Affinda and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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