Look up PDF templates from an email request
When a message asks what document templates are available, have Notis retrieve the Craftmypdf template list for review.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
A simple question about available templates can mean interrupting your work to search another tool.
- Retrieve the available Craftmypdf templates after a qualifying email arrives.
- Keep the lookup and its run report together in Notis.
- Avoid opening a separate app for an initial template search.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Craftmypdf once in the Notis portal.
- 2Create an automation and give it a name.
- 3In one instruction, describe which messages should prompt a template lookup and where to review the result.
- 4Pick New Gmail Message Received Trigger and choose where run reports go.
- 5Test with one real email asking about available templates.
Questions about this workflow
Does the workflow send the template list to the email sender?
The listed action retrieves a paginated template list. It does not send an email, so review the result in the run report and handle any reply separately.
Can it generate a PDF too?
This workflow only lists templates. For PDF generation, use Craftmypdf's Create PDF Asynchronously action in an automation with a suitable template and instructions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Craftmypdf. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Connect any two apps with Notis in the middle.
Gmail and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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