Keep your PDF template catalog easy to review
Get a recurring snapshot of the templates available in CraftMyPDF, ready to scan when it suits you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 growing template catalog can be hard to remember, making it slower to choose the right starting point for new documents.
- Retrieve the available paginated template list on a recurring schedule.
- Get a concise summary in the report channel you choose.
- Make template discovery part of a predictable review routine.
Setup
Build it in a few focused steps.
- 1Connect CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve and summarize the available PDF templates for your review.
- 4Pick a recurring schedule trigger, then choose where run reports go.
- 5Test with one real example and review the template summary.
Questions about this workflow
What does the template list action return?
It retrieves a paginated list of PDF templates. Notis can summarize returned data, but any extra template details must be present in that data or supplied by you.
Can this workflow generate PDFs too?
This workflow is for catalog review and uses the List PDF Templates action. Create a separate workflow with the asynchronous PDF generation action to generate documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Craftmypdf. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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