Review PDF generation activity on a schedule
Keep recent document-generation activity visible in a regular report.
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
Transaction history can be tedious to inspect when it is only checked after a problem.
- Make transaction review more consistent
- Reduce manual checking
- Give the team a readable activity summary
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 transaction review.
- 3Describe how to summarize the returned transaction history and identify items needing follow-up.
- 4Choose a recurring schedule and the run report channel.
- 5Test once and verify the report reflects the returned transaction data.
Questions about this workflow
Can this retrieve all transaction history at once?
The action returns a paginated list, so the available history depends on the pagination used.
Can Notis identify failed transactions?
It can summarize statuses included in returned data, if those statuses are provided.
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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