Draft customer updates from AccuLynx project details
Translate project details into a concise customer update draft without rebuilding the context yourself.
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
Customer updates are easy to postpone when project details are spread across records and need rewriting for an external audience.
- Turn project context into a customer-ready starting point.
- Keep the draft grounded in the details provided for that run.
- Review wording and timing before sending.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agent Mail once in the Notis portal.
- 2Create an automation and describe the customer update you want drafted.
- 3Choose a Notis webhook trigger for the project update request.
- 4Choose a destination for run reports.
- 5Test with one real project update and verify the draft contains only appropriate details.
Questions about this workflow
Does this workflow detect project changes in AccuLynx by itself?
No. AccuLynx has no listed trigger events. An HTTP request starts the workflow, and the request must provide the project details to use.
Can it send the customer update?
This workflow uses Create Draft, so it prepares an email 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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