Find a suitable template without losing your train of thought
Ask in the DM where the need came up and retrieve the available template options.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Why this helps
Switching apps to look for a template interrupts the work already underway.
- Keep the search request in its original context.
- Reduce app switching during document setup.
- See available options before committing to a document flow.
Setup
Build it in a few focused steps.
- 1Connect Slack and Craftmypdf to Notis once in the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Tell Notis to retrieve the available Craftmypdf templates only when a DM explicitly requests a template search.
- 4Choose the Slack direct message trigger and a channel for run reports.
- 5Test with one real template search DM and confirm the results are useful.
Questions about this workflow
Does it create the document after finding a template?
No. This action only retrieves the available template list.
Can it work from vague requests?
Give Notis clear instructions about which DM requests count as a template search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Craftmypdf. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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