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Notis

Give document-tool access requests a clear route

Turn an approved access need into a service request the right team can process.

Trigger

Webhook received

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

Action

Create Service Request

Create a service request for a catalog item in Freshservice using the v2 API. The catalog item display_id can be found in Admin > Service Catalog by clicking on an item and checking the URL (e.g., /service_catalog/items/1 means display_id=1).

Why this helps

Access requests can be delayed when they remain in an informal message rather than the service process.

  • Route approved access needs through the catalog.
  • Keep request details attached to the service process.
  • Reduce manual re-entry of access requests.

Setup

Build it in a few focused steps.

  • 1Connect Pdf4me and Freshservice to Notis once in the portal.
  • 2Ask Notis to create a Freshservice service request when an approved PDF-tool access form sends a request to its webhook.
  • 3Name the relevant service catalog item in one plain-language instruction and confirm its display ID.
  • 4Select the incoming webhook trigger and a run-report channel, then test with one approved access request.

Questions about this workflow

Does this grant access automatically?

No. It creates a Freshservice service request for the responsible team to process.

How do I identify the catalog item?

Find the item in Admin > Service Catalog and check its display ID on the item page URL.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Pdf4me to Freshservice. A trigger fires from one place; an action lands in another.

Pdf4me triggers

Freshservice actions

Recurring trigger

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

TriggerScheduled

Bulk Update Tickets

Tool to bulk update multiple Freshservice tickets by sequential update calls. Use when you need to update fields across many tickets in absence of a native bulk API.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Service Request

Create a service request for a catalog item in Freshservice using the v2 API. The catalog item display_id can be found in Admin > Service Catalog by clicking on an item and checking the URL (e.g., /service_catalog/items/1 means display_id=1).

ActionInstant

Create Ticket

Tool to create a new ticket. Use when you need to log an incident or service request.

ActionInstant

Delete Release

Tool to delete a release from Freshservice. Use when you need to permanently remove a release from the system. This action is irreversible — the release cannot be recovered once deleted.

ActionInstant

Delete Solution Article

Tool to delete a solution article from the knowledge base by its ID. This action is irreversible — the article cannot be recovered once deleted. Use this action when you need to permanently remove a solution article from Freshservice.

ActionInstant

Delete Solution Category

Tool to delete a solution category in Freshservice. Use this action when you need to remove a solution category that is no longer needed. This action is irreversible — the category cannot be recovered once deleted.

ActionInstant

Get Problem Form Fields by Workspace

Tool to list problem form fields. Use when you need to retrieve the form fields available for problems in a specific workspace.

ActionInstant

List Release Form Fields

Tool to list release form fields metadata. Use when you need to fetch release field definitions before building or validating release forms.

ActionInstant

Connect any two apps with Notis in the middle.

Pdf4me and Freshservice, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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