Review your PDF templates alongside scheduled research
Bring a recurring research review and your available document templates into one place for planning.
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
Planning a repeatable report can mean switching between research results and a separate template list.
- Retrieves a paginated list of available PDF templates
- Pairs template discovery with scheduled research
- Helps plan which reports can be produced from available templates
Setup
Build it in a few focused steps.
- 1Connect Agenty and Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one in plain language.
- 3Describe the research to review and ask Notis to retrieve the available Craftmypdf templates.
- 4Choose a Notis schedule and select where run reports should go.
- 5Test once and confirm the template list and research details are useful.
Questions about this workflow
Does listing templates create a PDF?
No. This workflow retrieves a paginated list of Craftmypdf templates so you can review what's available.
Will it know which template matches each research result?
Not automatically. Ask Notis to make a recommendation only from the returned template and research details, and provide any criteria it should use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Craftmypdf. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.