Label sensitive prospect documents before sharing
Make document handling clear at a glance with an automatic confidentiality watermark.
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 document can be forwarded without its sensitivity being obvious to the next person who opens it.
- Apply a visible label to supplied prospect PDFs.
- Make sensitive documents easier to identify during review and sharing.
- Reduce a manual document-preparation step.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Craftmypdf once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to watermark supplied prospect PDFs as CONFIDENTIAL when your stated sensitivity criteria are met.
- 4Pick the webhook trigger and provide the URL that starts the automation.
- 5Choose a report channel, then test with one real document and verify the watermark.
Questions about this workflow
Will this watermark a PDF generated in the workflow?
The action adds a text watermark to a PDF. Supply a PDF URL or other supported input through the workflow.
Can the watermark be customized?
Yes. The action supports settings such as font, size, color, opacity, and rotation.
Can Notis determine which documents are confidential?
Notis can apply criteria you describe when the supplied data supports the decision. Include any sensitivity rules that are not present in Aeroleads data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Craftmypdf. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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