Bring a high-priority lead's research together
Create one structured dossier from the contact and company research available for a prospecting decision.
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
Important lead research can be scattered across notes, making a high-stakes follow-up harder to prepare.
- Consolidate available company and contact research.
- Give a teammate context before a high-priority conversation.
- Use a repeatable format for lead review.
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 name the dossier workflow.
- 3Tell Notis to generate a structured dossier from the lead research available in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and review what context the dossier needs.
Questions about this workflow
Can it add research Aeroleads does not provide?
Only if you include that information in the request or instruction. Missing data should be treated as unavailable.
How is this different from a short lead brief?
The dossier is intended to bring broader research context together for a focused prospecting decision.
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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