Open a contract review editor automatically
Give every contract review task a ready editing space so review can begin without setup work.
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
Contract review tasks lose momentum when the document workspace is not ready.
- Start reviews faster
- Reduce context switching
- Keep the review session linked to the task report
Setup
Build it in a few focused steps.
- 1Connect Todoist and Craftmypdf in Notis once.
- 2Create an automation for contract review work.
- 3Tell Notis to create a Craftmypdf editor session for each new Todoist contract review task and return the session URL.
- 4Choose New Task Created, select a report channel, and test with one contract task.
Questions about this workflow
Can this edit the contract itself?
It creates an embeddable editor session for the specified template.
What happens if the task lacks a template?
Notis can report the missing template so you can provide one.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Craftmypdf.