Move a proposal into template editing
Use an explicit team signal to open an editor session for the next proposal draft.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
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.
Why this helps
Finding the right template and editor adds friction after the team agrees to prepare a proposal.
- Create an editor session from a visible handoff signal.
- Reduce the effort of starting a proposal draft.
- Keep the request and editing handoff connected.
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 create an editor session for the designated proposal template when the agreed proposal-editing reaction is added.
- 4Choose the Slack reaction added trigger and a channel for run reports.
- 5Test with one real proposal thread and confirm the editor session uses the intended template.
Questions about this workflow
Does this generate the final proposal PDF?
No. This action creates an editor session URL for editing a template.
How does Notis know which template to use?
Name the intended template in the instruction or have the workflow use a template identifier available to the connected integration.
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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