Remove a retired prospect template from your workflow
When a template is truly retired, send an explicit request with its ID so Notis can remove it from Documint.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Template
Permanently deletes a template.
Why this helps
Unused templates clutter the choices available when preparing prospect documents.
- Remove a specified template from active choices.
- Keep prospect document workflows easier to navigate.
- Tie cleanup to an explicit request and template ID.
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 delete only the specified retired template after checking the supplied ID.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test the request with the intended template ID and verify the report.
Questions about this workflow
Is deleting a template reversible?
The action is described as permanent deletion. Confirm the correct template ID before running it.
Can Notis determine which template is unused?
No usage history is specified. Identify the template to retire in the request.
Does this delete generated prospect PDFs?
The listed action deletes a template by ID. It does not specify deleting existing documents.
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.