Make draft status clear on the document
Give reviewers an immediate visual cue that a document is still a draft and needs attention before final use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Why this helps
An unfinished document can be mistaken for a final copy when its status is only mentioned in a message.
- Put draft status directly on the PDF.
- Use a text overlay on a supplied document.
- Make review handoffs clearer without relying on a separate note.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Craftmypdf once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to add a DRAFT text annotation to the supplied PDF at the requested position.
- 4Choose the webhook trigger and have the sending system include the PDF details.
- 5Choose a report channel, then test with one draft document.
Questions about this workflow
Is this the watermark action?
This workflow uses Add Text to PDF, which supports text at specified positions. Craftmypdf also offers a separate watermark action.
Can the overlay be placed in a particular location?
Yes. The text annotation action supports text at specified positions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Craftmypdf. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
ActiveMerge and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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