Create quote PDFs from new Zendesk tickets
Respond to pricing requests with a ready-to-send quote document before the follow-up gets forgotten.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Pricing requests sit in ticket queues while someone manually rebuilds the same quote document.
- Reduce manual document work
- Respond to sales inquiries faster
- Keep quote formatting consistent
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named Ticket to quote PDF.
- 3Tell Notis to create a quote PDF from each new ticket that requests pricing and include the ticket details.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real pricing ticket.
Questions about this workflow
Can this run for every ticket?
Yes. Tell Notis to create a quote for every new ticket, or to skip tickets without pricing details.
How do I receive the generated file?
Craftmypdf returns the generated PDF through its asynchronous webhook, and Notis reports the result in your chosen channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Craftmypdf. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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