Open the right investor template for editing
Send a template reference through Notis and create an embeddable editor session for hands-on document editing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Editor Session
Creates an embeddable editor session for a PDF template.
Why this helps
Switching from deal research to finding and opening the correct document editor slows down investor follow-up.
- Create an embeddable editor session URL for a specific template.
- Shorten the path from deal context to template editing.
- Use an existing template as the starting point for a document.
Setup
Build it in a few focused steps.
- 1Connect Affinity and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an editor session URL for the supplied investor template.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real template and confirm the editor URL opens.
Questions about this workflow
Does this generate a finished PDF?
No. It creates an embeddable editor session URL for a specific template.
How does the workflow know which template to open?
The webhook request must supply the template reference to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Craftmypdf. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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