Turn onboarding details into a ready checklist
Give a new client a clear next-step document based on the onboarding information you supply.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
A new client can miss a step when onboarding instructions are spread across records and messages.
- Organize supplied onboarding steps into a readable checklist.
- Make next actions easier for a client to follow.
- Keep the checklist grounded in the information you provide.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and CustomJS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to structure supplied onboarding requirements into an HTML checklist and convert it to PDF.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real onboarding record sent to the webhook.
Questions about this workflow
Will this add new tasks to AnyDB?
No. The listed action creates a PDF; it does not create or update AnyDB records.
Can the checklist include client-specific steps?
Yes, when those steps are included in the webhook request or otherwise made available to the run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Customjs. A trigger fires from one place; an action lands in another.
AnyDB triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
AnyDB and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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