Keep your prospect document templates easy to find
Get a scheduled inventory of available Docmosis templates alongside your prospecting routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Docmosis: List Templates
List templates available in the environment.
Why this helps
When prospecting picks up, it is easy to lose track of which document templates are available.
- See available templates without opening Docmosis manually.
- Make template discovery part of a recurring prospecting routine.
- Give your team a consistent starting point for document work.
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 list available Docmosis templates and summarize them for prospect document work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the template inventory is useful.
Questions about this workflow
Does the schedule generate prospect documents?
No. It lists the templates available in Docmosis. Document creation requires an action that generates or renders a document, which is not among the listed action events.
Can Aeroleads start this on a schedule?
Aeroleads has no listed trigger events, so this workflow uses a Notis cron trigger.
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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