Create an editor session when a template needs editing
Start a webhook with a template in mind and have Notis prepare a Craftmypdf editor session URL.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Opening the right PDF editor can add friction when a template needs a quick, focused edit.
- Create an editor session URL from a webhook request.
- Keep a template editing task moving with a direct session result.
- Use the run report to make the resulting URL easy to find.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe the outcome in one instruction: create an embeddable editor session URL for the template specified in the request.
- 4Pick a Notis webhook as the trigger and choose where run reports should go.
- 5Test with one real request for a template you can access.
Questions about this workflow
Does this generate or send a PDF?
No. It creates an embeddable editor session URL for a template. PDF generation and WhatsApp delivery are separate actions not included here.
How does the automation know which template to open?
Include the template selection in the webhook request and describe that expectation in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Craftmypdf. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Connect any two apps with Notis in the middle.
Whatsapp and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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