Check PDF details before follow-up
Get a quick read on a document's structure before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Why this helps
Opening every PDF just to check basic details adds avoidable context switching.
- Check page count without downloading the full document
- Review PDF metadata quickly
- Support faster document triage
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 PDF checks.
- 3Tell Notis to inspect the supplied PDF URL and summarize its returned metadata and page count.
- 4Pick the webhook trigger and a run report channel.
- 5Test with one real PDF URL and review the reported details.
Questions about this workflow
Does this download the entire PDF?
The action retrieves information about the PDF, including metadata and page count, without downloading the entire file.
What does the workflow need?
It needs a PDF URL to inspect, supplied with the incoming request or otherwise available.
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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