Send an approved prospect agreement for signature
Move an approved agreement into signing with a verified prospect, document, and recipient check.
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
Approved agreements can stall while someone repeats the same lookup and handoff steps across lead and signing tools.
- Start the signing handoff when the approval signal arrives by webhook.
- Confirm the prospect and document context before sending.
- Keep the send attempt visible in the run report.
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 how to identify an approved prospect agreement and verify the document, recipients, and uploaded content.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and verify all document details before sending.
Questions about this workflow
Does Aeroleads provide an approval trigger event?
No Aeroleads trigger events are listed. A Notis webhook can start the automation when an HTTP request reaches Notis.
What must be ready before sending?
Confirm the Docnify document ID, recipients, and uploaded content before using Send Document.
Will this create the agreement document?
No. The provided Docnify actions do not include creating or uploading document content.
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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