Browse templates when a note calls for a document
Let the note start the search for the document format your follow-up actually needs.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
After a conversation, choosing the right template can delay the follow-up itself.
- Cut post-call searching
- Match documents to note context
- Speed follow-up preparation
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Craftmypdf once.
- 2Create an automation for note-driven template discovery.
- 3In one instruction, ask Notis to list Craftmypdf templates for each new note and explain which formats appear relevant.
- 4Pick the New Note Received trigger.
- 5Choose where reports go and test with one real note.
Questions about this workflow
Can Notis know which template is best?
It can compare the returned template list with the note context and your instruction, but the final choice remains yours.
Can this run for every note?
Yes, though you may prefer to instruct Notis to focus on notes that mention a document need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Craftmypdf. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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