Understand credit use across selected templates
See how selected templates contribute to document generation activity over time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Template Usage Statistics
Retrieve PDF generation counts and credit usage for selected templates over a date range.
Why this helps
Credit usage spread across templates can be difficult to assess without a regular view.
- Review credit consumption by selected template
- See usage counts over a defined period
- Make template planning more informed
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 template credit review.
- 3Describe which template identifiers and date range to use, supplying any missing values.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one date range and verify the returned counts and credit data.
Questions about this workflow
Does this action return credit use for every template?
It retrieves statistics for specified templates, so the template identifiers must be available.
Can it compare two date ranges?
The action accepts a date range. Comparison requires the relevant separate ranges to be supplied or queried.
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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