Prepare a document automation for a prospect campaign
Turn a new campaign's document requirements into a ready-to-configure DocsAutomator automation, without rebuilding the setup from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Proposal document setup can get lost between lead research and follow-up, especially when campaign details live in another workspace.
- Create a DocsAutomator automation when a campaign is ready for document setup.
- Use the data source and optional Google Doc template supplied with the request.
- Keep the setup request and its run report in one Notis workflow.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3Describe the supplied campaign data source and optional Google Doc template to use.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real campaign setup request.
Questions about this workflow
Does this generate a proposal for every lead?
No. The available DocsAutomator action creates an automation configuration. It does not generate a document for each lead.
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the campaign setup details, including the data source and any optional Google Doc template.
Can I use a PDF template?
PDF templates must be uploaded through the DocsAutomator app interface. This workflow action cannot upload them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsautomator. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Aeroleads and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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