Move qualified prospects into an agreement workflow
A qualified lead should not sit in your inbox while you copy contact details into a contract workflow. Have Notis prepare the Documenso envelope when your process signals readiness.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
Promising prospects can lose momentum while founders manually carry contact details between prospecting and agreement tools.
- Reduce contact re-entry between prospecting and agreements.
- Start the signing process promptly after qualification.
- Keep a run report for visibility into each envelope creation.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Documenso envelope when an incoming AeroLeads webhook identifies a prospect ready for an agreement, using available contact details and agreement context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified prospect and review the run report.
Questions about this workflow
Does AeroLeads provide a native trigger event here?
No. Start this automation with a Notis webhook that receives an HTTP request, or use a schedule if your process is batch-based.
Does this send the agreement for signing?
This workflow creates an envelope. Sending for signature requires the envelope to have recipients and required signature fields configured, then to be distributed.
What if the webhook does not include agreement details?
Tell Notis what context to use, or provide the missing details in the incoming request. Notis cannot infer information that is not available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Documenso. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Aeroleads and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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