Find PDF templates for Zendesk document requests
Stop guessing which template fits a request and surface the available options automatically.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Document requests stall when nobody knows which template to use.
- Shorten document preparation
- Reduce wrong-template errors
- Make available options clear
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named Ticket template discovery.
- 3Tell Notis to list Craftmypdf templates for each new ticket requesting a document and summarize which options appear relevant.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real document request.
Questions about this workflow
Will it create the PDF too?
No. This workflow only retrieves templates. Use a generation or editor workflow after selecting one.
How does it know what is relevant?
Give Notis the document purpose in your instruction; it can compare that purpose with returned template information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Craftmypdf. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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