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Notis

Check a PDF's basic details before filing

Get useful PDF metadata and page count into the workflow before deciding how to handle the document next.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get PDF Information

Retrieve PDF metadata and page count without downloading the full document.

Why this helps

A file can move into storage without anyone checking basic details that would make it easier to organize.

  • Retrieve PDF metadata without downloading the full file.
  • Use page count to inform a filing or review decision.
  • Add a lightweight inspection step to document handling.

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 retrieve the incoming PDF's available metadata and page count and summarize it for filing.
  • 4Choose the webhook trigger and have the sending system provide the PDF details.
  • 5Choose a report channel, then test with one real PDF.

Questions about this workflow

Does this download the whole PDF?

The action retrieves information about the PDF, including metadata and page count, without downloading the entire file.

Can this choose a filing location?

The listed action only retrieves PDF information. Provide filing rules and a destination through another supported workflow step if needed.

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.

TriggerScheduled

Create Editor Session

Creates an embeddable editor session for a PDF template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Text to PDF

Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.

ActionInstant

Add Watermark to PDF

Overlay a customizable text watermark on a PDF.

ActionInstant

List PDF Templates

Lists the available PDF templates.

ActionInstant

Create PDF Asynchronously (Extended)

Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.

ActionInstant

Create PDFs in Parallel

Generate multiple PDFs concurrently from templates and optionally merge them into one file.

ActionInstant

Get Account Information

Retrieve account subscription, usage, quota, and creation details.

ActionInstant

Get PDF Information

Retrieve PDF metadata and page count without downloading the full document.

ActionInstant

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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