Turn WhatsApp quote requests into PDF proposals
Stop rebuilding proposals from chat messages. Let Notis turn each clear quote request into a PDF draft.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Important quote details stay buried in fast moving WhatsApp conversations, causing slow replies and missed sales.
- Reduce manual copy and paste
- Respond to prospects faster
- Keep proposal formatting consistent
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Craftmypdf once in Notis.
- 2Create an automation named WhatsApp quote request to PDF proposal.
- 3Tell Notis to extract the request details and generate a proposal PDF using the appropriate Craftmypdf template.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports should go.
- 5Test with one real quote request message.
Questions about this workflow
What if the message lacks pricing details?
Tell Notis to mark missing details in the draft and report what needs confirmation before sending.
Can I use a specific proposal template?
Yes. Name the Craftmypdf template in your instruction, or ask Notis to choose the closest available template.
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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No card. Works with personal or business Craftmypdf.