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Notis

See which templates are driving document usage

Review generation counts and credit consumption by template on a recurring schedule.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Query Template Usage Statistics

Retrieve PDF generation counts and credit usage for selected templates over a date range.

Why this helps

When template use is spread across workflows, it is difficult to tell which document patterns deserve attention.

  • See generation counts for specified templates.
  • Review credit consumption across a chosen date range.
  • Bring template activity into recurring workflow planning.

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.
  • 3Specify the templates and date range for which Notis should retrieve and summarize usage statistics.
  • 4Pick a recurring schedule as the trigger.
  • 5Choose where run reports go, then test with one real template and date range.

Questions about this workflow

Can it report on every template automatically?

The action retrieves statistics for specified templates. Identify the templates to include in your instruction.

Does the action return credit consumption?

Yes. It retrieves usage statistics including generation counts and credit consumption for the selected templates and date range.

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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