Keep your Documint template list easy to review
Schedule a lightweight template inventory check so document preparation stays aligned with your current templates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
An unclear template inventory makes it harder to prepare consistent lead documents.
- See the available template list in a run report.
- Make template review a predictable part of document upkeep.
- Reduce uncertainty before creating lead PDFs.
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 Documint templates and summarize the returned inventory for lead document work.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test once and confirm the report reflects the templates in your account.
Questions about this workflow
Does this list Aeroleads leads too?
No. The action lists Documint templates. Aeroleads is connected as the source-side app for the broader workflow context.
Can Notis decide which templates are outdated?
It can summarize the list, but whether a template is outdated requires criteria or history you provide.
Will this update or delete templates?
No. It only lists templates.
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.