Find the right quote template faster
Turn a new quote request into a clear next document choice.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Why this helps
Quote preparation slows down when teams search for a usable template each time.
- Speeds up quote preparation
- Creates consistent document choices
- Reduces repeated template searches
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Craftmypdf in the Notis portal.
- 2Create an automation named quote template discovery.
- 3Tell Notis to review the request and return the best matching Craftmypdf templates.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real quote request.
Questions about this workflow
What does the workflow return?
It returns a paginated list of Craftmypdf templates for Notis to evaluate.
Does it create the quote PDF?
No. It identifies suitable templates for the next step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Craftmypdf. A trigger fires from one place; an action lands in another.
0CodeKit 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.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
0CodeKit and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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