Turn invoice requests into document drafts
Keep a private request from becoming another task you have to remember to revisit.
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
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
Invoice details in a DM can be forgotten or require copying into a document later.
- Capture an explicit request at the point it arrives.
- Reduce manual re-entry for internal invoice records.
- Keep PDF generation separate from invoice delivery.
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 generate an internal invoice record PDF only when a DM explicitly asks for invoice preparation and provides enough context.
- 4Choose the Slack direct message trigger and a channel for run reports.
- 5Test with one real, non-sensitive invoice request and inspect the generated document.
Questions about this workflow
Will this send or collect payment?
No. The action queues PDF generation and does not send invoices or process payments.
What should happen if key details are missing?
Instruct Notis to skip PDF generation when the DM does not provide sufficient information.
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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