See available PDF templates when Box intake arrives
Have Notis retrieve the current CraftMyPDF template list when new work appears in your Box intake folder.
Trigger
New Item Added to Folder
Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.
Action
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Why this helps
Choosing a template can interrupt intake when the available options live in a separate document tool.
- Retrieve the available CraftMyPDF templates in response to new Box intake.
- Surface template options in a run report for easier review.
- Reduce the time spent switching tools to find document templates.
Setup
Build it in a few focused steps.
- 1Connect Box and CraftMyPDF once in the Notis portal.
- 2Create an automation in the portal or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve the CraftMyPDF template list when a new item is added to the chosen Box folder and summarize relevant options.
- 4Pick the Box New Item Added to Folder trigger and choose where run reports should go.
- 5Test with one real folder item and review the template list in the report.
Questions about this workflow
What does the template list action return?
It retrieves a paginated list of CraftMyPDF templates.
Will the workflow generate a PDF?
No. This workflow retrieves templates for review; PDF generation uses a separate CraftMyPDF action.
Can Notis pick the best template automatically?
You can ask Notis to recommend an option based on available information. Provide criteria when the right choice depends on details not included in the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Craftmypdf. A trigger fires from one place; an action lands in another.
Box triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Connect any two apps with Notis in the middle.
Box and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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