Understand the structure behind a prospect document
See the fields and repeated sections a Docmosis template contains before you prepare prospect details for it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Docmosis Template Structure
Retrieve a template’s parsed structure.
Why this helps
A template can look straightforward, yet its fields and repeated sections are easy to overlook when preparing prospect information.
- Review fields, repeats, conditions, images, and references in one result.
- Identify information the prospect context may need to supply.
- Cut down on back-and-forth when preparing a template for use.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docmosis once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to retrieve and summarize the structure of the specified Docmosis template for the prospect document task.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template and verify the structure summary.
Questions about this workflow
Does structure inspection validate a prospect's data?
No. It returns the parsed template structure. Notis can compare that information with prospect context supplied to the workflow, but the action itself does not validate the data.
What template details can it return?
The listed action describes fields, repeats, conditions, images, and references.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docmosis. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Delete one or more stored images.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Delete one or more templates from the environment.
Docmosis Environment Ready
Check whether the environment is active and within quota.
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Docmosis: Get API Key
Retrieve the API access key from connection metadata.
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Download Docmosis Images
Download stored image files.
Get Docmosis Render Queue
Retrieve the current render queue status and usage.
Connect any two apps with Notis in the middle.
Aeroleads and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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