Open the document editor when a task is created
Move from task capture to document editing with an editor session ready when you need it.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
A task can sit untouched while you search for the right template and editor link.
- Cut setup time
- Keep editing close to the task
- Avoid searching for editor links
Setup
Build it in a few focused steps.
- 1Connect Todoist and Craftmypdf in Notis once.
- 2Create a new automation and give it a clear name.
- 3In one instruction, tell Notis to create a Craftmypdf editor session for each new Todoist task that needs a document and return the session URL.
- 4Choose New Task Created, select a report channel, and test with one document task.
Questions about this workflow
Does the workflow choose a template?
Use a known template in your instruction or ask Notis to use the task context when the template is already identifiable.
Where does the editor URL appear?
It appears in the selected Notis run report channel.
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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