Keep your available PDF templates easy to review
Make template discovery a regular, lightweight check instead of searching for an available starting point only when a request arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Why this helps
Teams can lose time figuring out which PDF templates are available when document requests come in.
- Retrieve the available PDF templates on a recurring schedule.
- Make template discovery a planned review task.
- Reduce delays when choosing a starting template for document work.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one in plain language.
- 3In one instruction, ask Notis to retrieve the available PDF templates and summarize them for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check that the returned template list is useful.
Questions about this workflow
Does this workflow create or update templates?
No. The available action retrieves a paginated list of PDF templates for review.
Can it tell me which templates are new?
Only if you supply a prior list or another baseline for comparison. The template list action alone does not provide historical changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Craftmypdf. A trigger fires from one place; an action lands in another.
Agent mail triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New Email Received
Trigger for new emails in an AgentMail inbox
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
Agent mail and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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