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Notis

Scan document generation activity in one review

Replace scattered transaction checks with a scheduled summary of Craftmypdf API activity.

Trigger

Recurring schedule

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

Action

List API Transactions

Retrieve a paginated list of API transaction history.

Why this helps

Checking document activity one transaction at a time makes it harder to see what happened across a busy week.

  • Review transaction history in a regular digest.
  • Reduce manual checking across document jobs.
  • Use the returned transaction details to spot activity worth following up.

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 and summarize recent paginated Craftmypdf API transactions relevant to document workflows.
  • 4Pick a recurring schedule as the trigger.
  • 5Choose where run reports go, then test with one transaction review.

Questions about this workflow

Does this guarantee every transaction is successful?

No. It retrieves transaction history. Use the returned details to identify activity that may need attention.

Can it review older transactions too?

The action supports paginated transaction lists. Specify the desired review scope in your instruction.

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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