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Notis

Find the right renewal template before the deadline

Start renewal paperwork with the right template already identified.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Renewal work becomes rushed when the team discovers too late that a required document template is missing.

  • Reduce deadline pressure
  • Identify reusable templates early
  • Make renewal preparation predictable

Setup

Build it in a few focused steps.

  • 1Connect 1Password and Craftmypdf once in the Notis portal.
  • 2Create an automation named Renewal template check.
  • 3Tell Notis to list available templates and identify the best match for the supplied renewal document need.
  • 4Pick the notis_cron trigger and choose a schedule before renewal cycles.
  • 5Choose where reports go, then test with one real renewal context.

Questions about this workflow

Does this generate the renewal document?

No. It discovers and summarizes available templates so the next workflow can use the right one.

Can the search be limited to a document type?

Yes. Include the document type and purpose in the automation instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 1password to Craftmypdf. A trigger fires from one place; an action lands in another.

1password triggers

Craftmypdf actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

List PDF Templates

Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.

ActionInstant

Connect any two apps with Notis in the middle.

1password and Craftmypdf, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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