Make a proposal PDF with its supporting pages included
Turn an incoming prospect into a proposal document with relevant PDF pages appended in one workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Why this helps
Preparing a proposal and combining its supporting PDFs by hand creates extra steps before you can follow up.
- Create the main proposal from enriched prospect details.
- Append supplied PDF pages to the generated document.
- Keep proposal preparation in one repeatable automation.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docugenerate once in the Notis portal.
- 2Create an automation from any channel or Automations, New Automation in the portal.
- 3Tell Notis to enrich the prospect, generate the proposal from your template, and append the supplied PDFs.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real prospect and representative PDFs.
Questions about this workflow
How is this different from embedding attachments?
This action appends additional PDF files to a generated PDF, while the attachments action embeds supplied files.
Can Notis supply PDFs that are not included?
No. Provide the PDFs in the webhook input or specify an accessible source in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docugenerate. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Aeroleads and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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