Review available PDF templates before work piles up
Start the week with a quick view of the templates available for your team's upcoming document 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
When document requests arrive back to back, searching for a suitable template adds avoidable context switching.
- Retrieve a fresh template list on a recurring schedule.
- Ask Notis to summarize options for the document work you expect.
- Make template discovery a predictable review task.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation and describe how to review the template list.
- 3Choose a recurring schedule as the trigger.
- 4Choose a run report destination and test with one real template lookup.
Questions about this workflow
Can this predict what documents the team will need?
No. Tell Notis what kinds of requests you expect if you want the summary focused on those needs.
Does it generate documents?
No. It retrieves the available templates for review.
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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