Find the right Craftmypdf template for Salesforce documents
Get a current, paginated view of available templates before deciding which Salesforce document to automate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Choosing a document workflow is harder when template options are buried in a separate tool.
- Retrieve the available template list on demand.
- Review templates before deciding how to structure a document workflow.
- Avoid guessing which templates are available.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Craftmypdf once in the Notis portal.
- 2Create an automation and name it for template discovery.
- 3Tell Notis to retrieve and summarize the available Craftmypdf PDF templates, including pagination as needed.
- 4Choose an HTTP webhook as the trigger and choose where run reports should go.
- 5Test by sending one real webhook request.
Questions about this workflow
Does this workflow generate a PDF?
No. It lists PDF templates. Use a separate workflow with the asynchronous PDF generation action to create a document.
Why use a webhook?
The workflow runs when an HTTP request starts it, so you can request a template review when you need one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Craftmypdf. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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