Keep your PDF template options easy to review
Get a recurring snapshot of available templates so your team can find a starting point without interrupting customer 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
Template options are easy to forget, which can lead to unnecessary searching when a document request comes in.
- Retrieve the available templates on a recurring schedule.
- Ask Notis to summarize the returned options for quick review.
- Send run reports to a channel your team already checks.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation and describe how to summarize the template list.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does this create or edit templates?
No. The selected action retrieves a paginated list of PDF templates.
Can the summary include internal categories?
Only if those categories are present in returned data or you provide the classification rules.
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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No card. Works with personal or business Craftmypdf.