Create a PDF brief for every qualified lead
Send a lead to Notis and get a polished brief ready for your next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Why this helps
Promising leads can get buried in prospecting tools before anyone prepares for a useful follow-up.
- Collect the available lead details in one shareable document.
- Prepare consistent context before outreach or a sales call.
- Generate the PDF asynchronously and receive a completion callback.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Craftmypdf once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to assess incoming lead details and create a brief for leads that meet your criteria.
- 4Pick the webhook trigger and provide the URL that starts the automation.
- 5Choose a report channel, then test with one real lead and confirm the generated PDF.
Questions about this workflow
Does Aeroleads provide a built-in trigger for this workflow?
No. Start it with a Notis webhook by sending an HTTP request when you want Notis to assess lead data.
Can Notis decide whether a lead is qualified?
Yes, if you describe your criteria in the instruction and the incoming lead data contains the details needed to assess them.
How does PDF generation finish?
The extended asynchronous action returns a transaction reference and calls your webhook URL when generation completes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Craftmypdf. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Aeroleads and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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