Hand off prospect context without a long explanation
Give the next person a clear starting point with the prospect details and research already gathered.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Prospect handoffs lose momentum when the next person has to repeat research or ask for context.
- Reduce repeated prospect research during handoffs.
- Make key context easy to share.
- Keep handoff summaries consistent.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to turn incoming prospect research into a concise handoff PDF.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect handoff and review the PDF with its intended reader.
Questions about this workflow
Can the handoff include next steps?
Yes, when next steps are present in the request or source data. Notis should not invent commitments or missing history.
Does this notify the teammate?
The listed action creates a document. Choose a report channel for run reports, but the workflow does not claim to send the PDF to a teammate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to DocRaptor. A trigger fires from one place; an action lands in another.
Aeroleads triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Aeroleads and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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