Fill out existing PDF forms from workflow data
Send the field values with the document request and let Notis update the matching fillable fields in the PDF.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update PDF Fields
Fill a PDF’s form fields with provided values; the document must contain identifiable fillable fields.
Why this helps
Re-entering the same details into fillable forms creates repetitive work and invites avoidable mistakes.
- Reduce repetitive entry into fillable documents.
- Use supplied values for text, checkboxes, and dropdowns.
- Keep form completion tied to an incoming workflow request.
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.
- 3Describe which supplied values should update matching, identifiable fillable fields in the PDF.
- 4Choose the webhook trigger and have the sending system include the PDF and field values in its HTTP request.
- 5Choose a report channel, then test with one real fillable form.
Questions about this workflow
Will this work with any PDF?
The PDF must contain fillable form fields with identifiable names that match the field IDs supplied.
What types of fields can it update?
It can update fillable text fields, checkboxes, and dropdowns.
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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