Get a readable monthly PDF activity summary
Turn transaction history into a short review of document-generation activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List API Transactions
Retrieve a paginated list of API transaction history.
Why this helps
A long transaction list can obscure the activity that matters for a monthly check-in.
- Make monthly review more manageable
- Highlight patterns visible in returned history
- Keep activity reporting consistent
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 the monthly activity review.
- 3Describe how to summarize the returned transactions and call out missing or unclear details.
- 4Set a recurring monthly schedule and choose the report channel.
- 5Test a run and confirm the summary reflects only available transaction data.
Questions about this workflow
Does the action itself produce a monthly summary?
The action retrieves paginated transaction history. Notis can summarize the returned data according to your instruction.
Can it compare with prior months?
Only if prior-period data is included or otherwise 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
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