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Check project data fields before refreshing a PDF template

Before adjusting a project PDF template, retrieve the available fields for the relevant Project bubble data type and see what information can support the document.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Data API Get Data Type Fields

Tool to get the fields of a specific data type. use after discovering a data type to inspect its fields.

Why this helps

Template planning gets stuck when you do not know which project details are available to include.

  • See the fields exposed for a chosen data type.
  • Plan a template around information that is actually available.
  • Avoid repeated trial and error during document setup.

Setup

Build it in a few focused steps.

  • 1Connect Text to pdf and Project bubble to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis to inspect fields for a specified Project bubble data type when a PDF template review is requested.
  • 3Choose an incoming webhook as the trigger and provide the confirmed data type name.
  • 4Choose a channel for run reports, then test with one real template review.

Questions about this workflow

Does this discover data types automatically?

The fields action is intended for use after discovering a data type. Provide the data type name in the webhook context.

Can it change the template?

No. It returns the available field information to support your template planning.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Text to pdf to Project bubble. A trigger fires from one place; an action lands in another.

Text to pdf triggers

Project bubble actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Data API Get Data Type Fields

Tool to get the fields of a specific data type. use after discovering a data type to inspect its fields.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Data API Get Objects

Tool to retrieve a list of objects for a specified data type. use when you need to list items with optional filters, sorting, and pagination.

ActionInstant

Get Record By ID

Tool to retrieve a specific record by id from the bubble data api. use after confirming the data type and record id. example: request type='teams', id='a1b2c3d4'.

ActionInstant

Connect any two apps with Notis in the middle.

Text to pdf and Project bubble, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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