Find PDF templates from an intake request
Give an external intake flow a way to start a Craftmypdf template lookup, with results available in the Notis run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Template searches often interrupt the person handling intake and slow down the next decision.
- Start a template lookup with an HTTP request.
- Keep the lookup result in a Notis run report.
- Use a webhook as a clear handoff from an intake process.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation and give it a name.
- 3In one instruction, describe why the webhook starts a template lookup and where to review the results.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real HTTP request and confirm the template list is returned.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. The trigger does not require a Gmail event.
Does the request filter or search by a template name?
The listed action retrieves a paginated list of PDF templates. Describe the context in your instruction and review the returned list; the action itself is not described as a filtered search.
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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