Keep your document template options in view
On a schedule, Notis can retrieve Craftmypdf templates and give you a concise review for planning upcoming ActiveMerge document workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List PDF Templates
Lists the available PDF templates.
Why this helps
Template choices are easy to forget when document work is spread across different tools and projects.
- See available templates in a recurring review.
- Reduce time spent browsing for the right document starting point.
- Keep template discovery separate from the work of generating documents.
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 Craftmypdf template list and summarize useful choices for upcoming ActiveMerge workflows.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real template review.
Questions about this workflow
Does this workflow create or change templates?
No. It retrieves a paginated list of available Craftmypdf templates for review.
Can Notis decide which template is right?
Notis can summarize the returned template information. Provide your selection criteria if you want it to recommend options.
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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No card. Works with personal or business Craftmypdf.