Refresh Proposal PDFs After Google Docs Updates
Keep the customer facing proposal aligned with the latest approved draft.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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
Outdated PDFs keep circulating after the source proposal has already changed.
- Reduces version confusion
- Keeps shared proposals current
- Creates a repeatable revision handoff
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Craftmypdf once in Notis.
- 2Create an automation telling Notis to regenerate the proposal PDF after the monitored document changes.
- 3Pick Document Updated as the trigger.
- 4Choose a report destination and test with one real proposal update.
Questions about this workflow
Will every edit create a PDF?
The Document Updated trigger fires when the monitored existing document is modified, so define your desired handling in the prompt.
Can the prompt distinguish meaningful revisions?
Only if the needed distinction is available in the document or supplied in your instructions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Craftmypdf. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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