Turn Aeroleads prospect research into a ready-to-share brief
Send a qualified lead to Notis and get a Documint PDF with the contact details and context available from Aeroleads.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Reassembling prospect details for every handoff wastes time and makes useful context easy to lose.
- Keep available lead details together in one brief.
- Reduce copy and paste before a prospect handoff.
- Get a temporary PDF link to share or review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to use available lead details to create a prospect brief with a Documint template.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real prospect and review the generated PDF link.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Aeroleads does not provide trigger events in this setup.
Which lead fields appear in the brief?
Notis can use details returned by Aeroleads. If you need specific context that Aeroleads does not return, include it in the request or instruction.
How long is the PDF link valid?
The generated PDF URL is valid for 24 hours.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Documint. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Aeroleads and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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