Mark sensitive documents before sharing
Make a document's status visible with a watermark before it leaves your workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
Why this helps
A document can be mistaken for approved or final when its status is not obvious.
- Make draft or confidential status easier to spot
- Apply a watermark consistently
- Reduce manual document preparation
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 give it a clear name.
- 3Describe which incoming PDFs need a watermark and what text to apply based on supplied context.
- 4Select the webhook trigger and where run reports should be sent.
- 5Test with one real document and verify the watermark appearance.
Questions about this workflow
Can the watermark text be customized?
Yes. The action supports text plus font, size, color, opacity, and rotation options.
Does Agile CRM itself start this workflow?
Agile CRM has no listed trigger event in this package. An HTTP request to the Notis webhook starts it.
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.
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.
Agile CRM and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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