Draft job-document requests from AccuLynx context
Make document requests easier to act on by spelling out the needed items and project context in a draft.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
Document requests often become a series of clarifying emails when the initial message leaves out the specific items or job context.
- Make the requested documents explicit in the draft.
- Include the job context provided for the request.
- Review sensitive details and recipients before sending.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agent Mail once in the Notis portal.
- 2Create an automation that describes how to draft document requests from supplied requirements.
- 3Pick a Notis webhook trigger for the request.
- 4Choose where Notis should send run reports.
- 5Test with one real document request and confirm the list of requested items.
Questions about this workflow
Does Notis know which documents are missing?
Only when the missing-document information is included in the webhook request. The source app has no listed trigger events.
Will this email be sent to a contractor or customer?
No. Create Draft prepares a message for review and does not send it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Agent mail. A trigger fires from one place; an action lands in another.
Acculynx triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Acculynx and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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