Review your Documint documents during lead follow-up
Ask Notis to retrieve the available Documint documents when a prospect review request comes in, then report what it finds.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Lists documents in your Documint account.
Why this helps
Checking document history manually interrupts follow-up and makes it harder to see what is already prepared.
- Retrieve the document list during a prospect review.
- Keep the lookup attached to a specific follow-up request.
- Get a run report without switching apps to search manually.
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 list available Documint documents and summarize them for the prospect review.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real review request and check the returned list.
Questions about this workflow
Can this find a document by prospect name?
The listed action returns documents for the authenticated account. Filtering by prospect depends on the data returned and the information you provide.
Does it create a new document?
No. It lists existing documents.
What starts the lookup?
A request sent to the Notis webhook starts this workflow.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.