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Notis

Prepare a batch of campaign PDFs at once

Create several document variations in one run when a campaign needs more than one PDF.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create PDFs in Parallel

Generate multiple PDFs concurrently from templates and optionally merge them into one file.

Why this helps

Preparing many similar documents one at a time can delay campaign work.

  • Generate multiple PDFs concurrently
  • Reduce repeated document setup
  • Optionally combine generated PDFs when appropriate

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Craftmypdf once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for campaign document batches.
  • 3Describe which supplied requests should become PDFs and whether the generated files should be merged.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with a small real batch and inspect each output.

Questions about this workflow

Can the results be merged?

Yes. The action can optionally merge all generated PDFs into one file.

Where does the batch data come from?

The automation can use the template requests and JSON data supplied with the webhook request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Craftmypdf. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Craftmypdf actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Editor Session

Creates an embeddable editor session for a PDF template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Text to PDF

Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.

ActionInstant

Add Watermark to PDF

Overlay a customizable text watermark on a PDF.

ActionInstant

List PDF Templates

Lists the available PDF templates.

ActionInstant

Create PDF Asynchronously (Extended)

Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.

ActionInstant

Create PDFs in Parallel

Generate multiple PDFs concurrently from templates and optionally merge them into one file.

ActionInstant

Get Account Information

Retrieve account subscription, usage, quota, and creation details.

ActionInstant

Get PDF Information

Retrieve PDF metadata and page count without downloading the full document.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Craftmypdf, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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