Keep rental paperwork visible during job follow-up
Give invoices, quotes, contracts, and packing slips a regular review so paperwork does not disappear behind active project work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Retrieves invoices, quotes, contracts, or packing slips.
Why this helps
Rental documents can be overlooked when teams rely on memory to revisit paperwork across many jobs.
- Bring relevant Booqable documents into a recurring report.
- Review paperwork using available filters and pagination.
- Keep document follow-up visible alongside job context.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which document filters to use and provide the AccuLynx job context needed to interpret the list.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real filter or date window and review the results.
Questions about this workflow
Can this create a missing document?
No. List Documents retrieves existing documents. It can surface records for review but cannot create them.
What if a document's related job is not available?
Provide the relevant job or order context in the instruction. Notis cannot infer relationships that the apps do not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Booqable. A trigger fires from one place; an action lands in another.
Acculynx triggers
Booqable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Customer
Creates a new customer record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Order
Creates a new order.
Create Product Group
Creates a product group to organize related items.
Delete Customer
Archives a customer so they no longer appear in searches.
Delete Order
Archives an order so it no longer appears in active listings.
Delete Product Group
Permanently deletes a product group from the catalog.
Get Customer
Retrieves the details of a specific customer.
Get Customers
Retrieves a list of customers.
Connect any two apps with Notis in the middle.
Acculynx and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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