Render a lead proposal on demand
Turn a qualified lead request into a proposal draft using your base template and the details available in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Render Template Direct
Generates a document from a template and its data in one request.
Why this helps
Copying prospect details into proposal documents adds busywork and invites avoidable errors.
- Generate a proposal draft from one incoming request.
- Use a base template without a separate template upload step.
- Keep prospect-specific details together in the rendered document.
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 proposal workflow.
- 3Tell Notis to render a proposal using the supplied base template and lead details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead request and review the rendered file.
Questions about this workflow
Do I need a template already?
Yes. This action renders from a base template supplied with the request; it does not create or store a template.
What if a proposal needs details not in Aeroleads?
Provide those details in the webhook request or the automation instruction before expecting them in the document.
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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