Keep your Craftmypdf template library reviewable
A recurring inventory check keeps your document workspace easier to trust and use.
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 libraries grow quietly, making it hard to know what is available or what needs attention.
- Maintain visibility into available templates
- Spot library gaps earlier
- Reduce time spent browsing manually
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf in the Notis portal.
- 2Create a new automation for recurring template reviews.
- 3Describe that the automation should list Craftmypdf templates and summarize additions, gaps, or review candidates.
- 4Choose a Notis cron trigger and set the recurring schedule.
- 5Choose where run reports should go and test with one immediate example.
Questions about this workflow
Does this change templates?
No. It reviews and reports the available template list.
How often should it run?
Choose a cadence that matches how often your template library changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Craftmypdf. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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