Assemble contract packets from webhook submissions
When intake is complete, produce a consistent contract packet ready for review.
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
Completed submissions still require manual document assembly, increasing delays and omissions.
- Reduce packet assembly time
- Keep required sections consistent
- Make review easier
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in Notis.
- 2Create an automation named Contract packet from intake.
- 3Tell Notis to check the webhook data for completeness and generate a contract packet PDF from the specified template.
- 4Choose a Notis webhook trigger and choose where run reports should go.
- 5Test with one real completed intake payload.
Questions about this workflow
Can incomplete submissions be rejected?
Yes. Tell Notis to report missing information and skip PDF generation until the payload is complete.
Can the packet include a review note?
Yes. Ask Notis to add a clearly labeled internal review section.
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.
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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
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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