Turn a qualified lead into a proposal PDF
Once a prospect is ready for a proposal, send the request to Notis and let Documint create the PDF from your template.
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
Proposal preparation can stall when lead context has to be gathered again from multiple places.
- Move from qualification to a generated proposal faster.
- Reuse a Documint template for consistent proposals.
- Keep the prospect information available to the run in the document.
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 generate a proposal with your Documint template using available qualified lead details.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real qualified lead and inspect the PDF.
Questions about this workflow
How does Notis know a lead is qualified?
Include the qualification decision in the webhook request or your instruction. Aeroleads trigger events are not available here.
What if proposal pricing is not in Aeroleads?
Supply the required pricing or terms in the request or instruction. Notis cannot infer missing business data.
How long does the document link last?
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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