Turn client onboarding guidance into a PDF
Package a prepared onboarding guide as a Craftmypdf PDF when your intake workflow sends a webhook to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Repeating onboarding explanations for each new client takes attention away from getting the work underway.
- Present onboarding information in a consistent document.
- Reduce repeated explanation and formatting work.
- Give new clients a clear reference they can revisit.
Setup
Build it in a few focused steps.
- 1Connect DeepSeek and Craftmypdf to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create an onboarding guide PDF from prepared content.
- 3Give Notis a single prompt describing the guide content and Craftmypdf PDF outcome.
- 4Select an incoming webhook trigger and a run-report channel.
- 5Test with one real onboarding guide and review it before sharing with a client.
Questions about this workflow
Does this workflow send the guide to the client?
No. The selected Craftmypdf action generates a PDF asynchronously; distribution is a separate step.
Can DeepSeek tailor the guide to an intake?
Your prompt can ask DeepSeek to use the intake information supplied with the webhook when preparing the guide content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link DeepSeek to Craftmypdf. A trigger fires from one place; an action lands in another.
DeepSeek triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
DeepSeek and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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