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Notis

Open the right PDF editor from Gmail

When an email calls for hands-on document completion, have Notis create a Craftmypdf editor session for the template you name.

Trigger

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

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

Finding the right template and opening its editor adds friction to small but time-sensitive requests.

  • Get an editor session ready from an email request.
  • Use a specific template named in your instruction.
  • Cut down on repeated searching and setup.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Craftmypdf once in the Notis portal.
  • 2Create an automation and give it a name.
  • 3In one instruction, describe which messages need an editor session and which template to use.
  • 4Pick New Gmail Message Received Trigger and choose where run reports go.
  • 5Test with one real email and confirm the editor session is created for the intended template.

Questions about this workflow

Does this fill the PDF automatically?

No. This action creates an embeddable editor session URL for a template. Use it when a person needs to work in the editor.

How does Notis know which template to open?

Name the template in your instruction. If you need to look through templates, use Craftmypdf's List PDF Templates action in a separate automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail 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

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

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

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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