Get a recurring prospect research report
Give your scheduled prospect review a predictable home in a report you can check when ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Recurring prospect reviews can slip when compiling the latest research becomes another manual task.
- Make recurring prospect reviews easier to start.
- Generate a report asynchronously for larger document jobs.
- Get a document job that can be checked for completion.
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, describe which prospect data to gather and the report to create with DocRaptor.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real AeroLeads research request and check the document status.
Questions about this workflow
Can this run without an AeroLeads event?
Yes. Aeroleads exposes no trigger events here, so the Notis cron schedule starts the automation.
Why use asynchronous document creation?
Create Async Document starts a document job that can be checked for completion, which suits reports that should not depend on an immediate file response.
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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