Keep PDF account usage visible
Review account usage regularly so document generation capacity is easier to track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Why this helps
Usage and subscription details can be easy to overlook until a document workflow needs them.
- Make account usage easier to review
- Keep subscription details in a regular report
- Spot capacity questions sooner
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 usage review.
- 3Tell Notis to summarize the account and usage details returned, calling out any figures that need follow-up.
- 4Select a recurring schedule and a report destination.
- 5Test with one run and confirm the summary is understandable.
Questions about this workflow
What information does this action retrieve?
It retrieves account information including subscription and usage details and account creation date.
Can it determine future usage?
No. It reports the account information returned by the action; forecasting would require additional data and assumptions.
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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