Find a PDF template for the document you need
Start a document request by checking which templates are available for the job.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List PDF Templates
Lists the available PDF templates.
Why this helps
Choosing a PDF template can become a separate search task before the real content work can begin.
- Check available templates at the start of a document request.
- Compare returned template details with criteria you provide.
- Reduce back and forth before document generation.
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 list available PDF templates and recommend only a template whose returned details fit the request criteria.
- 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 request.
Questions about this workflow
Can Notis choose a template if the list has no descriptions?
It can compare available details with your criteria, but should report when the returned data is insufficient to identify a fit.
Does this workflow generate the PDF too?
No. It discovers templates. A separate generation action would be needed once a suitable template is selected.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Craftmypdf.