Review your document template catalog each quarter
Keep a periodic view of available document templates so the team can make informed choices when requests arrive.
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
Without a simple catalog review, teams can overlook useful templates or repeatedly search for the same options.
- Retrieve the available templates on a recurring schedule.
- Summarize the returned catalog for a quick team review.
- Use your own criteria to focus the summary on relevant document types.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation and describe the catalog summary you want.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report destination and test with one real template lookup.
Questions about this workflow
Does this compare against the previous quarter?
Not by itself. Supply a prior baseline if you want Notis to compare it with the current returned list.
Does the action return every template at once?
It retrieves a paginated list. Ask Notis to work with the returned results and note any limits in the report.
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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