Turn enriched leads into ready-to-review briefs
Send enriched contact details into a clean, reusable brief, so your next step is clear without rebuilding context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Contact details land in different places, making it easy to lose the context behind a promising lead.
- Collect contact and company details in one readable document.
- Give teammates a consistent handoff for lead research.
- Keep prospecting context close to the contact information.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Carbone brief from the lead and enrichment details in the incoming request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real Aeroleads lead and review the generated brief.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. Aeroleads has no listed trigger event for this workflow.
What information goes in the brief?
Notis can use details available in the incoming request. Include any context you need that Aeroleads does not return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Carbone. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Aeroleads and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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