Create PDFs from WhatsApp document requests
A customer asks for a document in WhatsApp. Notis can queue a matching PDF from the details they provided.
Trigger
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.
Action
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.
Why this helps
Document requests arrive in chat, then get lost while someone copies details into a template by hand.
- Reduce copying details from chat into a PDF template.
- Keep customer document requests moving without a manual handoff.
- Use a clear run report to spot requests that need missing details.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and 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: identify document requests, use a suitable available template, and queue a PDF from the message details.
- 4Pick WhatsApp New Message Received as the trigger and choose where run reports should go.
- 5Test with one real message that contains the details needed for a document.
Questions about this workflow
Can this create a PDF from any WhatsApp message?
Describe which requests should produce a document. Notis can use the message context, but the request must include the information the chosen template requires.
Does this send the PDF back to the customer?
No. The listed Craftmypdf action queues PDF generation and returns the result through a webhook. This workflow does not include a WhatsApp send action.
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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