Review document operations once a month
Give your recurring document work a lightweight review point with a summary of recent PDF transactions.
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
Small document generation issues can be hard to spot when transaction history is rarely reviewed.
- Create a regular review point for PDF activity.
- Summarize transaction history in a chosen report channel.
- Make follow-up easier to notice.
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 retrieve recent CraftMyPDF transactions and summarize activity relevant to your Agility CMS documents.
- 4Pick notis_cron as the trigger and choose a monthly schedule.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Will this include all transaction details?
Notis can summarize the details returned by the transaction history action. Specify useful filters or identifiers if the data supports them.
Can it identify missing transactions?
Only with a known expected list or baseline. Provide one if you need a completeness check.
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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