Review investor packet documents before combining them
Check the basic properties and page counts of supplied PDFs before assembling them into a larger investor packet.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Why this helps
A packet with an unexpected or incomplete document is frustrating to catch after it has already been combined.
- Review metadata and page counts before merging.
- Avoid assembling an obviously incomplete packet.
- Inspect PDF structure without downloading the entire file.
Setup
Build it in a few focused steps.
- 1Connect Affinity and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve and summarize metadata and page counts for each supplied PDF.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real packet's PDFs and review the summary.
Questions about this workflow
Does this verify document contents?
The action retrieves metadata, page count, and other properties. It does not guarantee content review.
Can this run automatically before a merge?
It can run from a webhook request that supplies the files. The merge action would be a separate workflow using the supplied PDFs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Craftmypdf. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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