Verify the right Documint template for lead documents
Have Notis retrieve the selected template details before using it for an Aeroleads prospect document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves a template’s details.
Why this helps
Choosing a template from memory can lead to mismatched documents and rework.
- Confirm details for a specific template before document creation.
- Avoid relying on a remembered template configuration.
- Keep template lookup inside the lead document workflow.
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 retrieve the specified Documint template details for the prospect document task.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real template ID and inspect the returned details.
Questions about this workflow
What does this workflow do?
It retrieves one Documint template using its ID. It does not create a PDF by itself.
Where does the template ID come from?
Supply the intended ID in the webhook request or the automation instruction.
Can it confirm that every prospect field is present?
It can inspect the template details returned by Documint, but required prospect information must come from Aeroleads or be supplied by you.
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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