Keep Agiled document work aligned with available templates
See which PDF templates are available before the next round of project documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List PDF Templates
Lists the available PDF templates.
Why this helps
Starting document work without knowing which templates are available creates avoidable back-and-forth and delays.
- Retrieve available PDF templates on a schedule.
- Give planning work a current template list.
- Reduce time spent searching before document creation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to list available CraftMyPDF templates and report the options relevant to upcoming Agiled work.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and confirm the template list is useful.
Questions about this workflow
Does this create a PDF?
No. It retrieves a paginated list of templates so the automation can report what is available.
Can it determine which template fits an upcoming project?
Notis can compare available template information with project needs if those needs are provided and the returned template data supports the decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Craftmypdf. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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