Send Docnify signature packets when Aeroleads finds a qualified lead
Turn a promising lead into a clear next step by asking Notis to send the right document for signature.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Sends a document for signing.
Why this helps
Qualified prospects can go cold while someone searches for a document, checks the signer details, and sends it manually.
- Reduce manual handoffs between lead research and document signing.
- Keep document delivery tied to a qualified prospect.
- Get a run report when Notis attempts the workflow.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docnify once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe the outcome: for a qualified Aeroleads lead, identify the approved Docnify document and intended signer, confirm the document ID, recipients, and uploaded content, then send it for signature.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and verify the document and recipient before sending.
Questions about this workflow
Does Aeroleads provide a trigger event for this workflow?
No. Start it with a Notis webhook, which begins when an HTTP request reaches Notis.
Does this workflow create or upload a Docnify document?
No. The Send Document action requires a confirmed document ID, recipients, and uploaded content. Supply or prepare those details before the send step.
Can I send to every lead Aeroleads finds?
Describe the qualification criteria in your instruction. Notis can use returned lead data, but any criteria or context not provided by Aeroleads must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docnify. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Aeroleads and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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