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Prepare a PDF snapshot when you create a client view

A new view can signal that a focused slice of work is ready to package for client review.

Trigger

View Created

Triggers when a new Notion view is created. Fires workspace-wide. The payload includes `data.view_type` (`table`, `board`, `gallery`, `calendar`, `list`, `timeline`, `gantt`) and `data.parent` pointing at the view's tree parent (typically the teamspace), so customers can filter downstream.

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

Turning a carefully organized view into a shareable document can be an extra step that gets postponed.

  • Prompt a document snapshot when a client view is created.
  • Keep the output reviewable before client distribution.
  • Reduce manual preparation between organizing and sharing.

Setup

Build it in a few focused steps.

  • 1Connect Notion and DocRaptor to Notis once in the portal.
  • 2Create an automation in the portal or explain the client snapshot outcome to Notis in plain language.
  • 3Choose View Created and describe which new client views should prompt a PDF.
  • 4Choose a channel for run reports and test by creating one real view.

Questions about this workflow

Does a new view automatically make its contents client-safe?

No. Review the generated document for confidential or internal material before sharing.

What types of views can trigger this?

The trigger includes view type and parent context. Describe the intended client views in the prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Notion triggers

DocRaptor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

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.

ActionInstant

Comment Created

Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.

TriggerInstant

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.

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

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.

ActionInstant

Database Created

Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.

TriggerInstant

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.

ActionInstant

Data Source Created

Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.

TriggerInstant

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.

ActionInstant

Data Source Schema Updated

Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.

TriggerInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Notion and DocRaptor, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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