Keep pipeline reporting templates easy to review
Have Notis periodically retrieve the templates available for turning Affinity pipeline information into reports.
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
Finding the right document template can add friction when a founder is preparing a recurring pipeline review.
- Retrieve the current paginated template list on a schedule.
- Reduce time spent searching for a reporting template.
- Use the results as a starting point for a separate report-generation workflow.
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 the available templates for pipeline reporting.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the returned template list is useful.
Questions about this workflow
Does this create a pipeline report PDF?
No. This workflow lists available templates. Creating a PDF requires a separate automation with supplied pipeline data and a PDF generation action.
Can Affinity trigger this when pipeline data changes?
No Affinity trigger events are listed here, so this workflow uses a recurring Notis schedule.
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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