Catch changes to prospect document templates
Bring template metadata into a routine review, including when a template changed and whether it reports an error.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Docmosis Template Details
Retrieve metadata and error status for an uploaded template.
Why this helps
A changed or errored template can go unnoticed until someone needs it for prospect follow-up.
- Review the template's last modified date and error status regularly.
- Surface template changes before a prospect document is needed.
- Keep routine checks in one automation report.
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 details for the specified prospect document template and summarize its modification and error status.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one existing template and review the returned metadata.
Questions about this workflow
Does the action repair template errors?
No. It retrieves template metadata, including error status, so you can review it.
Can Notis check an unspecified template?
Provide the template name in the automation instruction. The listed action retrieves details for a template.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docmosis.