Find a useful starting template before work piles up
Get a concise scheduled scan of available templates so upcoming document work starts with the right options in view.
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
Teams often rediscover the same template choices only after a document task is already urgent.
- Surface available templates before a document task becomes urgent.
- Get a concise view rather than manually browsing the catalog.
- Use a regular planning moment to identify useful starting points.
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 list Craftmypdf templates and highlight options relevant to the document work you expect.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real catalog review.
Questions about this workflow
Can the list be tailored to my document types?
Tell Notis the document types or criteria to look for when summarizing the returned templates.
Does this generate any files?
No. It retrieves a paginated list of templates for planning.
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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