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Notis

Review profile update documents in an editor session

Give your team a ready editing workspace when subscriber details change.

Trigger

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

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

Manual document preparation delays review of high value subscriber updates.

  • Starts review with less setup
  • Keeps subscriber context available
  • Supports controlled human edits

Setup

Build it in a few focused steps.

  • 1Connect both apps once in Notis.
  • 2Create an automation describing the editor session to open for an update.
  • 3Select the Profile Update Trigger.
  • 4Choose where run reports go and test with one profile change.

Questions about this workflow

What does the editor action return?

It creates an embeddable Craftmypdf editor session URL for the selected template.

Is a PDF generated automatically?

No. This workflow opens an editing session for review or completion.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Mailchimp 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

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

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

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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