Make sensitive campaign reports clearly identifiable
Put a visible confidentiality label on campaign documents before your sharing process continues.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
Why this helps
A sensitive report can be forwarded without its handling status being obvious from the document itself.
- Make document handling status visible
- Apply a customizable text watermark
- Add a consistent step before sharing
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the confidentiality marking workflow.
- 3Tell Notis to apply a CONFIDENTIAL watermark to the supplied PDF with your preferred style.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document intended for the confidential workflow.
Questions about this workflow
Does the watermark control who can access the PDF?
No. It adds a visible text watermark. Access controls must be handled by your document-sharing process.
Can I set how it looks?
Yes. The action supports customizable font, size, color, opacity, and rotation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Craftmypdf. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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