Give every new prospect's documents a home
When you have a qualified prospect from Aeroleads, send their details to Notis and create a matching Docsumo folder automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
Prospect details and supporting documents end up scattered, making it harder to pick up research later.
- Keep prospect documents grouped from the start.
- Reduce manual folder setup and naming.
- Make it easier to resume prospect research.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docsumo once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3Ask Notis to create a Docsumo folder using the prospect details in each incoming request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect request.
Questions about this workflow
Does Aeroleads trigger this automatically?
Aeroleads has no listed trigger event here. The automation starts when an HTTP request reaches its Notis webhook.
What does the automation create?
It creates a folder in Docsumo. The available action does not create or upload a document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsumo. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Aeroleads and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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