See which PDF templates are being used
Review generation counts and credit consumption for selected templates.
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
Without a regular view of usage, it is hard to tell which templates account for document activity.
- See generation counts for selected templates
- Review credit consumption
- Support evidence-based template decisions
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 usage.
- 3Describe which template identifiers and date range to report, using values you supply or that are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one date range and verify the returned statistics.
Questions about this workflow
Can this report every template automatically?
The action retrieves statistics for specified templates, so the template identifiers need to be supplied or otherwise available.
Does it show generated PDFs and credits?
It retrieves usage statistics including generation counts and credit consumption for specified templates in a date range.
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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