Prepare a document editor from sent email
After you send instructions for a document, let Notis open the matching Craftmypdf editor session for your next step.
Trigger
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.
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
The email is sent, but locating the template and opening the editor can get lost among the next tasks.
- Start an editor session from a message you have already sent.
- Keep template selection in a plain language instruction.
- Make the next document step easier to pick back up.
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 sent messages need an editor session and the template to open.
- 4Pick Email Sent and choose where run reports go.
- 5Test with one real sent message and confirm the editor session URL appears in the run result.
Questions about this workflow
Does this create a completed PDF?
No. Create Editor Session returns an embeddable editor session URL for a template, where the document can be completed.
What details does the sent message provide?
The trigger emits sender, recipients, subject, timestamp, and thread ID. Any other information needed should be supplied by you or available in the message context.
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.
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.
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.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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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