Generate proposal PDFs from Slack DMs
Capture proposal requests privately and move them into production.
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
Proposal requests arrive in private messages and are easy to lose among other urgent conversations.
- Keep proposal requests organized
- Start generation without manual reentry
- Protect private conversation context
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Craftmypdf once in Notis.
- 2Create an automation for private proposal PDF requests.
- 3Tell Notis to queue a Craftmypdf proposal PDF using the named template and the DM details.
- 4Pick Direct Message Received as the trigger.
- 5Choose a private report destination and test with one proposal request.
Questions about this workflow
Can it use a proposal template?
Yes, name the Craftmypdf proposal template in the automation instruction.
Does it send the proposal externally?
No. It queues generation and reports the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Craftmypdf. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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