Bring account details into document planning
Make account and usage information part of a regular planning review for the document workflows you depend on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Why this helps
Subscription and usage checks tend to happen only when a document task runs into a limit or delay.
- Build a repeatable account review into planning.
- Keep subscription and usage details handy.
- Reduce surprise checks during time-sensitive document work.
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 account information and summarize details relevant to your ActiveMerge document plans.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real account check.
Questions about this workflow
What does the account action return?
It retrieves account information including subscription and usage details.
Can this change my subscription?
No. The listed action retrieves account information.
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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