Review available templates before prospect document work
Know which document templates are available before you start preparing prospect materials.
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
A planned prospecting run can stall when the right document template is hard to find.
- Retrieve a paginated list of available PDF templates.
- Review template availability ahead of document preparation.
- Keep a simple recurring check in your existing workflow.
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 list the available Craftmypdf templates and summarize those relevant to your prospect documents.
- 4Pick a recurring schedule before your prospecting run.
- 5Choose a report channel, then test with one real run and review the template summary.
Questions about this workflow
Does this create a PDF?
No. This workflow lists available PDF templates so you can review them before a later document run.
Can it identify which template suits a prospect?
Notis can summarize the listed templates against criteria you provide, if the returned template details contain enough information.
Does Aeroleads start the scheduled check?
No. Aeroleads has no listed trigger events. This workflow is started by a Notis schedule.
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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