Keep a current catalog of PDF templates
A monthly template snapshot makes it easier to plan the documents your content work needs.
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
Teams lose time rediscovering available templates when a new content project needs a document.
- Keep an accessible snapshot of available templates.
- Make template discovery part of recurring planning.
- Reduce time spent searching when a document is needed.
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 available CraftMyPDF templates and create a concise catalog for your content planning.
- 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
Does the catalog include descriptions for every template?
It depends on the fields returned by the template list action. Notis should include available details and identify missing descriptions.
Can I get the catalog more often?
Yes. Choose a schedule that fits your planning needs; this workflow uses a monthly cadence as a starting point.
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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