Bring prospect context and supporting files together
Create a prospect-specific PDF with its supporting material included, ready for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Prospect information and supporting files are scattered, making proposal preparation slower and easier to leave incomplete.
- Combine enriched prospect information with supporting attachments.
- Create a single PDF deliverable from your template.
- Reduce the steps needed to prepare proposal materials.
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, use your chosen template, and include the supplied supporting files as attachments.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect and a representative attachment.
Questions about this workflow
Where do the supporting files come from?
Provide them with the webhook request or describe another available source in your instruction. Notis cannot invent files that were not supplied.
Does the output include embedded attachments?
Yes. This workflow uses Docugenerate's generate document with attachments action.
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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