Generate a client proposal PDF from a request
Get proposal details once, then let Notis prepare the PDF while you move on to the next decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDF Asynchronously
Why this helps
Proposal details arrive in messages and forms, then someone has to copy them into a template and remember to send the finished document.
- Reduces repeated copy and paste into proposal templates.
- Starts PDF creation as soon as a request reaches the webhook.
- Leaves the generated document available for the next step in your process.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use the received request details to generate a proposal PDF with your chosen template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal request and check the generated PDF.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Ai ml api does not provide a trigger event for this workflow.
Can it create a PDF in the background?
Yes. The workflow uses CraftMyPDF's asynchronous PDF creation action. The request needs to include the details Notis should use.
Does this automatically email the proposal?
No. This action generates the PDF asynchronously; it does not send an email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Craftmypdf. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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