Keep incoming invoices together as PDFs
Give each invoice email a clean document copy you can review and file without searching your inbox again.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Invoice details get buried in email threads, making review and filing harder to keep up with.
- Keep invoice information in a consistent document format.
- Reduce the time spent reopening email threads.
- Make invoice details easier to review and file.
Setup
Build it in a few focused steps.
- 1Connect Gmail and DocRaptor once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to recognize incoming invoice emails and create a readable PDF from the message content.
- 4Pick New Gmail Message Received as the trigger and choose where run reports should go.
- 5Test with one real invoice email.
Questions about this workflow
Will this run on every incoming email?
The trigger fires for new Gmail messages. Tell Notis in the automation instruction to create a document only when the message is an invoice.
What does the PDF contain?
It contains a readable document based on the email content available to Notis. Review the result against the original email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to DocRaptor. A trigger fires from one place; an action lands in another.
Gmail triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
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.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Gmail and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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