Bring customer PDFs together in one file
Combine separate documents into one file that is simpler to review or share.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Merge PDF Files
Merge PDFs fetched from URLs into one document in the specified order.
Why this helps
A set of separate PDFs can be awkward to review and easy to misplace across follow-up.
- Consolidate related documents
- Make a document bundle easier to review
- Reduce manual PDF merging
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 customer document consolidation.
- 3Describe which supplied PDF URLs belong together and the desired order.
- 4Select the webhook trigger and choose a report channel.
- 5Test with one real set of PDF URLs and confirm the merged order.
Questions about this workflow
How does the merge action get the PDFs?
It fetches PDFs from the URLs provided and merges them in the order specified.
Can it find files inside Agile CRM by itself?
This action requires PDF URLs. Include them in the request or make them available to the automation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Craftmypdf.