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Notis

Create branded form editor sessions from webhook data

Give each request the right editable starting point, with your brand already in place.

Trigger

Webhook received

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

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

Teams lose time locating the correct branded form before they can make simple edits.

  • Start from a consistent branded form
  • Reduce template hunting
  • Accelerate document preparation

Setup

Build it in a few focused steps.

  • 1Connect Craftmypdf once in Notis.
  • 2Create an automation named Branded form editor session.
  • 3Tell Notis to identify the requested form and create a Craftmypdf editor session for the matching branded template.
  • 4Choose a Notis webhook trigger and choose where run reports should go.
  • 5Test with one real form request payload.

Questions about this workflow

What if multiple branded forms match?

Ask Notis to list the matches and request a choice before creating a session.

Can the session URL be shared automatically?

The run report can include the URL; specify the channel where the recipient should receive it.

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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