Check PDF generation capacity before the next report cycle
Review account and usage details on a regular cadence so report preparation starts with a clearer picture of available capacity.
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
A recurring reporting routine can be disrupted if nobody checks the document account's usage details.
- Put account and usage checks on a routine
- Surface subscription and usage details for review
- Reduce last-minute reporting surprises
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 capacity check.
- 3Tell Notis to retrieve Craftmypdf account information and summarize the usage details relevant to your reporting routine.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account information lookup.
Questions about this workflow
Does this workflow guarantee enough credits for the next report?
No. It retrieves account and usage details for review; it cannot guarantee future capacity or estimate usage beyond the available information.
Does it need ActiveTrail campaign data?
The capacity check uses Craftmypdf account information. ActiveTrail is connected as the source app for this package, but this particular check does not require campaign data.
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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