Find the right template for an audit document
Search the available Craftmypdf templates when an audit document request comes in, then use the returned list to decide what fits.
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
Choosing a document template can add unnecessary back and forth before a compliance report is started.
- Retrieve available template options in response to a request.
- Make template selection easier to review.
- Avoid guessing which templates are available.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Craftmypdf once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the available Craftmypdf templates when an audit document request arrives and summarize relevant options.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template search request.
Questions about this workflow
Does this action generate a PDF?
No. It retrieves a paginated list of PDF templates for you to review.
Can Notis determine the best template?
Notis can summarize the returned options against criteria you provide. The action does not guarantee that a particular template exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Craftmypdf. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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