Turn onboarding tasks into ready packets
Keep new hire or client onboarding moving by starting packet generation as soon as the task appears.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Onboarding packets are often delayed by manual document assembly after the task is created.
- Speed up onboarding preparation
- Reduce repetitive document assembly
- Track generation through webhook results
Setup
Build it in a few focused steps.
- 1Connect Todoist and Craftmypdf in Notis once.
- 2Create an automation for onboarding packet tasks.
- 3In one instruction, tell Notis to queue asynchronous Craftmypdf PDF generation and include the task details required by the packet template.
- 4Select New Task Created, choose a report channel, and test with one onboarding task.
Questions about this workflow
Can this support employee and client onboarding?
Yes, if your instruction identifies the applicable template and distinguishes the packet type.
What if required details are absent?
Notis should report the missing details instead of guessing them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Craftmypdf. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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