Create refund confirmation PDFs from tickets
Close the loop on refund requests with a clear document customers can keep.
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
Refund confirmations are easy to delay when they require manual document preparation.
- Standardize refund communications
- Reduce follow-up questions
- Keep a document trail
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named Refund confirmation PDF.
- 3Tell Notis to create a refund confirmation PDF from each new refund ticket using only details present in the ticket.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real refund request.
Questions about this workflow
Does this approve refunds?
No. It creates a confirmation document from the ticket information. Your existing refund process still determines approval.
What if the refund amount is missing?
Notis can flag the missing amount in the report instead of filling it in.
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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