Keep your PDF template options easy to review
Schedule a recurring look at the available Craftmypdf templates and receive a run report where you keep up with automation activity.
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
Template options can be hard to remember when you are building or maintaining document workflows.
- Retrieve the available template list on a schedule.
- Keep a recurring review tied to a report channel.
- Find templates when planning a document workflow.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the recurring template review.
- 3Tell Notis to retrieve the paginated list of Craftmypdf PDF templates and summarize the returned options.
- 4Pick a schedule trigger and choose where run reports go.
- 5Test with one run and confirm the report is useful for your template review.
Questions about this workflow
Does this generate a PDF?
No. This workflow lists available PDF templates so you can review them. PDF generation uses a different Craftmypdf action.
Is the template list paginated?
Yes. The action retrieves a paginated list. Instruct Notis to review the returned data available to it.
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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