Keep your lead document template aligned with your process
Send a clear template update request to Notis and apply the requested changes to a specific Documint template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s settings or layout.
Why this helps
Template changes can get lost when the document process evolves but the reusable template does not.
- Apply a requested change to a specific template.
- Keep reusable lead documents current with your process.
- Avoid manually reopening the document app for a small update.
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 update the specified template using the exact changes supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real template ID and a safe, explicit change.
Questions about this workflow
What information does an update need?
Provide the correct template ID and the exact settings or layout changes required.
Will Notis decide what to change based on lead data?
The request should state the desired change. Do not rely on the lead record alone to define template edits.
Can this recover an old template version?
No version history capability is specified for this action. Keep your own record of the desired template state.
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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