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Notis

Generate invoice PDFs from approved webhook data

Once invoice details are approved, create the document automatically and keep billing moving.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Approved invoice information still needs manual formatting before it can be sent or archived.

  • Remove repetitive formatting
  • Create consistent invoices
  • Keep approved data moving

Setup

Build it in a few focused steps.

  • 1Connect Craftmypdf once in Notis.
  • 2Create an automation named Approved invoice PDF.
  • 3Tell Notis to validate the webhook payload and queue an invoice PDF using the correct Craftmypdf template.
  • 4Choose a Notis webhook trigger and choose where run reports should go.
  • 5Test with one real approved invoice payload.

Questions about this workflow

What if required invoice data is missing?

Instruct Notis to stop generation, report the missing fields, and preserve the received payload for review.

Can the PDF be generated in the background?

Yes. This workflow uses Craftmypdf asynchronous generation and reports the result when available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Craftmypdf. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Craftmypdf actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

List PDF Templates

Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Craftmypdf, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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