Bring the original prospect template into review
Retrieve the uploaded template file when a prospect document needs a careful review or update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Docmosis Templates
Download originally uploaded template files.
Why this helps
The original template may be buried in a separate environment when a prospect document needs attention.
- Retrieve an original uploaded template by name.
- Support review of up to 100 named templates in a request.
- Keep prospect document preparation moving from a webhook request.
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 the named original Docmosis template for prospect document review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one template name and verify the returned file.
Questions about this workflow
Does this upload or modify templates?
No. The action retrieves originally uploaded templates. It does not upload or modify them.
Can it retrieve multiple templates?
Yes. The listed action supports up to 100 template names and returns a zip archive when multiple names are provided.
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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