Check document generation capacity regularly
Keep usage details visible as you plan upcoming document-heavy work.
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
A busy period can expose capacity questions that were easy to miss during day-to-day work.
- Review usage before document-heavy work
- Make subscription details easier to find
- Support planning with returned account information
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 capacity review.
- 3Tell Notis to summarize returned usage information and note any missing planning inputs.
- 4Choose a recurring schedule and a report destination.
- 5Test once and confirm the summary uses the returned account details.
Questions about this workflow
Can this predict whether usage will run out?
The action returns account and usage details. A forecast needs additional usage history or assumptions.
How often can it run?
Choose the recurring schedule that suits your review process.
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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