Keep a current view of your campaign PDF templates
Review available templates in one scheduled summary before choosing a format for your next report.
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
Finding the right document template can interrupt a campaign review when the options are spread across an account.
- Bring available templates into a review summary
- Make template selection easier before report runs
- Reduce searching when creating campaign documents
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 template review.
- 3Tell Notis to retrieve the available Craftmypdf templates and summarize those relevant to your campaign documents.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template-list retrieval.
Questions about this workflow
Does this workflow create a PDF?
No. It retrieves and summarizes available templates so you can choose one for a separate document-generation workflow.
Can it inspect every template in the account?
The template action returns a paginated list. Ask Notis to review the returned pages available to the workflow.
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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