Make customer follow-up easier to organize
Give a customer issue a concrete internal plan so the next response is easier to prepare.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Customer follow-up can be delayed when ownership and next steps stay buried in a thread.
- Keep the follow-up context in one document.
- Make stated next steps easier to review.
- Reduce the chance that a customer issue is forgotten.
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.
- 3Ask Notis to generate an internal recovery plan PDF only for messages explicitly identifying a customer issue and requested follow-up.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real issue thread and check that it includes only agreed actions.
Questions about this workflow
Will this contact the customer?
No. It creates a PDF for internal review and does not send a message.
Can it make up a remedy?
Instruct Notis to use remedies stated in the thread and leave unapproved options out.
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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