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Review relevant document changes before prospect outreach

Name the prospect or materials in a webhook request and get a focused Draftable comparison review before you begin outreach in Aeroleads.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Comparisons

List document comparisons.

Why this helps

When prospect details and document review happen in separate sessions, useful changes can be overlooked or require another round of context switching.

  • Include prospect or material context in each request.
  • Get a report that focuses on the context you provide.
  • Keep document review close to the Aeroleads outreach workflow.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Draftable once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe how Notis should review available Draftable comparisons using the prospect or material context in each request.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real prospect context and an available comparison.

Questions about this workflow

Can the workflow find comparisons for a prospect automatically?

It can review the comparisons returned by Draftable's list action against the context you provide. If comparison data does not identify a prospect or document, include that information in the request.

Does Aeroleads trigger this workflow directly?

Aeroleads has no listed trigger event here. This workflow starts from a Notis webhook request, which can carry the context for the review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Draftable. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Draftable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

List Comparisons

List document comparisons.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Connect any two apps with Notis in the middle.

Aeroleads and Draftable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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