Turn a new Trello board into a launch pack
Start each workspace with a consistent operating document.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
Action
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.
Why this helps
New boards often begin without shared goals, rituals or ownership guidance.
- Standardize project starts
- Give collaborators clear context
- Use registered referrer authentication
Setup
Build it in a few focused steps.
- 1Connect Trello and DocRaptor once in Notis.
- 2Create an automation describing the launch pack sections.
- 3Pick the New Board Trigger for the workspace.
- 4Choose where run reports should go.
- 5Test with one newly created board.
Questions about this workflow
When is referrer authentication useful?
Use this action when the webpage is on a registered domain and you do not want to provide an API key.
What should the launch pack contain?
Specify goals, working agreements, milestones, owners and review cadence if those details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to DocRaptor. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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