Create proposal PDFs from Todoist requests
Turn a proposal task into a presentable document while the context is still fresh.
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
Proposal requests get delayed when formatting is treated as a separate project.
- Shorten proposal turnaround
- Use a consistent output format
- Keep proposal inputs and requests together
Setup
Build it in a few focused steps.
- 1Connect Todoist and DocRaptor once in the Notis portal.
- 2Open Automations, select New Automation, and name the proposal PDF workflow.
- 3Describe that a new proposal task should generate a DocRaptor PDF from its HTML content or document URL.
- 4Choose Todoist New Task Created as the trigger.
- 5Select a report channel and test with one real proposal task.
Questions about this workflow
Can the source be a URL instead of HTML?
Yes. DocRaptor Create Document accepts either document content or a document URL, but not both.
Will the task be changed?
The workflow reports the generated result; configure any follow-up separately.
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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