Assemble client packets without manual PDF work
Turn a delivery checklist into one complete PDF packet ready for the client.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Why this helps
Client handoffs suffer when supporting files are scattered across separate attachments.
- Deliver one complete packet
- Reduce missing appendices
- Make handoffs easier to track
Setup
Build it in a few focused steps.
- 1Connect Todoist and Api2pdf in Notis once.
- 2Create an automation and describe the client packet outcome.
- 3Tell Notis to merge the proposal and supporting PDFs listed in each new task in order.
- 4Pick Todoist New Task Created and a report channel.
- 5Test with one real delivery checklist.
Questions about this workflow
Can the packet include optional files?
Yes. State which files are optional and which are required in the task.
How do I preserve the client facing order?
List the files in the exact order they should appear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Api2pdf. A trigger fires from one place; an action lands in another.
Todoist triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Header Footer
Tool to add headers and footers to a pdf document. use when you need consistent page numbering, titles, or custom branding on every page.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete PDF
Tool to delete a previously generated pdf. use when you need to immediately remove a pdf by its response id.
New Task Created
Trigger when a new task is added to Todoist.
Extract PDF Pages
Tool to extract specific pages from a pdf document. use when you need only certain pages from a larger pdf file.
LibreOffice PDF to HTML
Tool to convert a pdf document to html using libreoffice. use when you need html output of a pdf file (experimental; images may be excluded).
LibreOffice Thumbnail
Tool to generate a thumbnail image of a document using libreoffice. use when you need a quick visual preview of a pdf or office file's first page.
Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Optimize PDF
Tool to optimize a pdf document to reduce file size while maintaining quality. use when you need to minimize storage or bandwidth for an existing pdf.
Reorder PDF Pages
Tool to reorder pages of a pdf document. use when you need to rearrange pages into a new order by specifying page indices.
Connect any two apps with Notis in the middle.
Todoist and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Api2pdf.