Create a decision record PDF from a new note
Preserve important decisions in a format that is easy to review long after the conversation.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Decisions disappear into notes, causing teams to revisit settled questions.
- Preserve decisions clearly
- Reduce repeated debates
- Create a shareable record
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Craftmypdf in Notis.
- 2Create an automation for decision records.
- 3Tell Notis to generate a decision record PDF for each new note that contains a decision, using your selected template.
- 4Pick the New Note Received trigger.
- 5Choose where run reports go and test with one real note.
Questions about this workflow
What if a note has no decision?
Ask Notis to report that no decision was detected and skip PDF generation when appropriate.
Can it include unresolved questions?
Yes. Include them in the instruction so they remain visible in the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Craftmypdf. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Craftmypdf.