Generate a client proposal PDF without waiting
Queue a proposal PDF in the background and let the callback signal when it is ready.
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
Waiting on proposal generation interrupts client follow-up and makes it harder to keep sales moving.
- Queue PDF creation without blocking the run.
- Receive a callback when generation completes.
- Use request data and a selected template for proposal output.
Setup
Build it in a few focused steps.
- 1Connect Agiled and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to create the proposal PDF using supplied data and a callback URL configured for the workflow.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real proposal example and confirm the callback and generated file.
Questions about this workflow
What is the callback for?
CraftMyPDF makes an HTTP or HTTPS GET callback to the supplied webhook URL when the PDF is generated.
What information should the request include?
Provide the data required by the selected template and the callback URL. Any project or client details not supplied or accessible to Notis cannot be inferred.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Craftmypdf. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Craftmypdf.