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Prepare subcontractor onboarding emails from job context

Give a subcontractor a clear starting point with project details and requested next steps in a reviewable 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

Onboarding messages take time when job expectations and requested documents need to be assembled from multiple project details.

  • Make onboarding instructions clearer and easier to scan.
  • Include only job details provided for the run.
  • Reduce repeat composition across subcontractor introductions.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Agent Mail once in the Notis portal.
  • 2Create an automation that describes the onboarding draft and the requested next steps.
  • 3Choose a Notis webhook trigger for the assignment context.
  • 4Choose where run reports should go.
  • 5Test with one real subcontractor assignment and check names, dates, and requirements.

Questions about this workflow

Can it retrieve the subcontractor assignment directly from AccuLynx?

No AccuLynx trigger events are listed. The webhook request must provide the assignment and job context.

Will the onboarding email be delivered automatically?

No. Create Draft makes a draft for review.

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.

TriggerScheduled

Get Message

Retrieves the full details of an email message from an inbox.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Draft

Create a draft and optionally schedule its automatic delivery.

ActionInstant

List Messages

Lists messages in an inbox.

ActionInstant

Create Inbox

Create an inbox for sending and receiving messages.

ActionInstant

Send Email

Sends an email.

ActionInstant

Create Inbox API Key

Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.

ActionInstant

Delete Thread

Permanently delete a thread and all its messages.

ActionInstant

Get API Key

Retrieve API key details without exposing its secret.

ActionInstant

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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No card. Works with personal or business Agent mail.