Create invoice PDFs from Todoist
Capture invoice content in a task and produce the finished PDF in the same workflow.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Invoice formatting becomes a recurring interruption when every request starts from scratch.
- Standardize invoice output
- Generate files immediately
- Reduce repetitive formatting work
Setup
Build it in a few focused steps.
- 1Connect Todoist and DocRaptor once in the Notis portal.
- 2In Automations, choose New Automation and name the invoice PDF workflow.
- 3Tell Notis to create a DocRaptor PDF from the invoice HTML or URL included in each new invoice task.
- 4Pick Todoist New Task Created as the trigger.
- 5Choose a report channel and test with one task containing a complete invoice source.
Questions about this workflow
Can Notis invent missing invoice details?
No. Include the complete source or ask Notis to flag missing information before generation.
Which DocRaptor action is used?
Create Document returns the PDF synchronously.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to DocRaptor. A trigger fires from one place; an action lands in another.
Todoist triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
New Task Created
Trigger when a new task is added to Todoist.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Todoist and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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