Turn new lead details into a verified intake PDF
Send lead details to a webhook. Notis checks address and contact quality, then prepares a Documint intake PDF for your team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Lead details arrive across forms and messages, so checking them and preparing intake documents can become a second job.
- Catch incomplete or invalid contact details before filing a lead.
- Keep verified lead information together in a familiar PDF.
- Reduce repetitive copying between intake and document tools.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Documint once in the Notis portal.
- 2Create an automation and name it for verified lead intake.
- 3Tell Notis to validate submitted lead details and create an intake PDF from the supplied Documint template.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead example and confirm the generated PDF.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the workflow with lead details.
What does Addressfinder check?
Notis can ask Addressfinder to verify addresses, validate email and phone details, and check data quality.
Does this workflow create a PDF automatically?
Yes. It sends the supplied data to a Documint template to create a PDF and returns its URL, which is valid for 24 hours.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Documint. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Addressfinder and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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