Find the right PDF template when new work arrives
When a new issue calls for a document, retrieve the available templates so the next step is easier to choose.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 document request can stall while someone hunts for the right template or remembers what is available.
- Retrieve available templates in response to new work.
- Reduce manual browsing when a document is requested.
- Make template discovery part of the Jira workflow.
Setup
Build it in a few focused steps.
- 1Connect Jira and Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for template discovery.
- 3Tell Notis to retrieve Craftmypdf PDF templates and summarize options in light of the new issue details.
- 4Pick the Jira New Issue trigger for the project, then choose where run reports go.
- 5Test with one real issue and confirm the report helps you select a template.
Questions about this workflow
Does this workflow create the document?
No. It lists available templates. Use Create PDF Asynchronously to generate a PDF or Create Editor Session to open a template for editing.
Which Jira issues start the lookup?
Only issues created in the project configured for the New Issue trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Craftmypdf. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 Project
Triggered when a new project is added in Jira
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Connect any two apps with Notis in the middle.
Jira and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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