Review available compliance PDF templates quarterly
Get a fresh list of available Craftmypdf templates on your review cadence, then decide which ones suit upcoming 21risk work.
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
Teams can lose time searching for a template when preparing recurring compliance documents.
- Review available templates at a predictable time.
- Make template options easier to find when planning compliance documents.
- Use the returned list as a starting point for choosing a report template.
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 and summarize the available Craftmypdf templates for your compliance document review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template review.
Questions about this workflow
Does this action create or edit templates?
No. It retrieves a paginated list of available PDF templates.
Can the list reflect what templates are best for our current audits?
Notis can compare returned template information with criteria you provide. Any audit needs not present in the available information must be supplied in your instruction.
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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