Give your PDF template list a monthly review
Make a recurring moment to review the templates your team can use for quotes, reports, and client documents.
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
An expanding template list becomes harder to scan when nobody has a regular moment to review it.
- Retrieve the current template list on a monthly schedule.
- Ask Notis to group or summarize options using criteria you provide.
- Keep the review in a regular run report.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation and describe the monthly review summary you want.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go and test with one real example.
Questions about this workflow
Will Notis detect unused templates?
Only if usage information is returned by the available action. The listed action retrieves templates, not template usage history.
Can I ask it to group templates by purpose?
Yes, if you provide the grouping criteria or the returned data contains suitable details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Craftmypdf. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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