Create a clean lead brief from submitted contact details
Submit a lead once. Notis checks the contact details with Abstract and creates a PDF brief you can share or review later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF
Why this helps
Copying lead details between validation tools and document templates creates extra admin and leaves questionable contact data unchecked.
- Check submitted email and phone details before they enter your workflow.
- Keep lead context and validation results together in one PDF.
- Reduce manual copying from intake notes into a document.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to validate the submitted email and phone with Abstract, then create a PDF brief from the submitted lead details and returned results.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real lead submission and review the generated PDF.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it with the lead details you want processed.
Does Abstract provide a lead trigger?
No. This workflow uses a Notis webhook trigger and calls Abstract to validate the submitted contact details.
What should I include in the request?
Include the lead information and the context you want reflected in the brief. Notis can only use data included in the request or otherwise supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Cloudlayer. A trigger fires from one place; an action lands in another.
Abstract triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Convert URL to PDF (Simple)
Delete Storage Configuration
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Abstract and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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