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Notis

Open a PDF editor when a Folder changes

Make document maintenance available at the moment a workflow is updated.

Trigger

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

Action

Create Editor Session

Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.

Why this helps

Folder changes often require document edits, but the editing step is disconnected from the project context.

  • Shorten update cycles
  • Keep documents aligned
  • Reduce context switching

Setup

Build it in a few focused steps.

  • 1Connect Clickup and Craftmypdf in Notis.
  • 2Create an automation named Folder document editor.
  • 3Tell Notis to create an editor session for the template associated with the updated Folder.
  • 4Pick the Clickup Folder Updated trigger and choose a report channel.
  • 5Test with one Folder update.

Questions about this workflow

What does the action return?

It returns an embeddable editor session URL for a selected template.

Can Notis choose the template?

Yes, if your instruction and available context identify the correct template.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Craftmypdf. A trigger fires from one place; an action lands in another.

Clickup triggers

Craftmypdf actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Editor Session

Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create PDF Asynchronously

Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

List PDF Templates

Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

List Created

Triggers when a new List is created.

TriggerInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Connect any two apps with Notis in the middle.

Clickup and Craftmypdf, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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