Make qualified lead handoffs easier to act on
Pass the next person a useful lead summary with the context already in place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Why this helps
Handoffs lose momentum when the next person has to ask for basic research and contact context.
- Package available prospect context for a handoff.
- Make the requested next step clear in the document.
- Avoid repeating research during a transition.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis in plain language.
- 3Tell Notis to summarize the supplied or available lead context and state the requested handoff action.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real qualified lead and review the resulting PDF.
Questions about this workflow
What starts the handoff?
An HTTP request to the Notis webhook starts it; Aeroleads has no listed trigger event for this package.
Can Notis decide whether a lead is qualified?
It can apply criteria you specify to available data. Any missing qualification rules or data must be supplied in the instruction or request.
What is the output?
A PDF generated from the handoff summary using Cloudlayer Convert HTML to PDF (v2).
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Cloudlayer. A trigger fires from one place; an action lands in another.
Aeroleads 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)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Aeroleads and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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