Fill PDF form fields from Agility CMS data
Move known content into a fillable PDF form and avoid retyping the same details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update PDF Fields
Fill a PDF’s form fields with provided values; the document must contain identifiable fillable fields.
Why this helps
Manually copying CMS details into a fillable form adds repetitive work and creates opportunities for typos.
- Reduce repeated typing into PDF forms.
- Fill text, checkbox, and dropdown fields when their identifiers are known.
- Keep form completion connected to the content workflow.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to use the webhook request's Agility data to fill matching named fields in the specified PDF form.
- 4Choose notis_webhook as the trigger and provide its endpoint to the system that sends the request.
- 5Choose where run reports go, then test with one real form example.
Questions about this workflow
What does the PDF need for this to work?
The PDF must contain fillable fields with identifiable names, and the field identifiers must match the values provided for updating.
Can the action fill any PDF?
No. It is intended for PDFs with fillable form fields. For a non-fillable PDF, use a different supported document action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Craftmypdf. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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