See how your campaign PDF templates are being used
Review generation counts and credit consumption for selected templates on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Template Usage Statistics
Retrieve PDF generation counts and credit usage for selected templates over a date range.
Why this helps
It is hard to decide which report templates need attention when usage is not reviewed consistently.
- Review generation counts by selected template
- See credit consumption over a date range
- Use actual usage when improving report routines
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 usage review.
- 3Tell Notis which Craftmypdf templates and date range to review, then summarize generation counts and credit consumption.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real usage-statistics request for selected templates.
Questions about this workflow
Does the workflow choose templates automatically?
No. Specify the templates and date range you want reviewed.
Does it include campaign performance?
The usage action reports template generation statistics and credit consumption. Campaign performance must come from available ActiveTrail results separately.
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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