Know which PDF templates are ready to use
Get a scheduled view of your available templates so document planning does not depend on remembering to check manually.
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
Template options are easy to forget or overlook when document work is spread across multiple projects.
- Review the available PDF templates on a regular cadence.
- Reduce time spent searching for a suitable starting point.
- Receive run reports in a channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve the available PDF templates and summarize them for your planning needs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the template list in the report.
Questions about this workflow
Can I choose how often the list is checked?
Yes. Choose a recurring schedule when setting the automation trigger.
Does this workflow generate a PDF?
No. It retrieves the template list so you can review available options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Craftmypdf. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Craftmypdf.