Review available templates before document work
Get a scheduled view of available PDF templates before your team starts a document run.
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
Choosing a document template can interrupt work when the available options are unclear.
- Retrieve the current paginated list of available templates.
- Give the team a concise scheduled summary before document work.
- Avoid starting a document workflow without checking which templates are available.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve and summarize available CraftMyPDF templates for the upcoming AgencyZoom document work.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one real run and confirm the summary is useful for choosing a template.
Questions about this workflow
Does this generate a PDF?
No. It lists available CraftMyPDF templates so the team can prepare for a later document run.
Does the list include every template?
The action returns a paginated template list. The automation instruction can ask Notis to summarize the returned results.
Why connect AgencyZoom for a template review?
The workflow is for teams preparing AgencyZoom document work; the template listing itself comes from CraftMyPDF.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Craftmypdf. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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