Make job document review easier to track
Let a scheduled check collect job document follow-ups into a BotStar CMS queue your team can review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entity Item
Creates an item in a content entity.
Why this helps
Documents and their follow-up can disappear into project records when there is no dependable review queue.
- Create a central review list from available job document details.
- Use a predictable schedule to surface follow-up work.
- Avoid relying on memory to revisit document records.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and BotStar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available AccuLynx job documents and create BotStar CMS items for documents needing attention.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real document example.
Questions about this workflow
Can Notis decide which documents need attention?
It can apply criteria included in your instruction to the data available from AccuLynx. Specify the criteria you use, such as a status or missing information.
Will the workflow create an item for every document?
Only if your instruction asks it to. Describe which documents should become review items.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Botstar. A trigger fires from one place; an action lands in another.
Acculynx triggers
Botstar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
BotStar LiveChat onClose Callback
Registers a callback that runs when the chat window closes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Bot
Creates a new bot.
Get BotStar Application IDs
Retrieves the application IDs used by the live chat widget.
Create Bot Attribute
Creates a bot attribute for shared, multilingual values.
Livechat boot
Reinitializes the live chat widget with updated data.
Create CMS Entity
Creates a content entity with optional custom fields.
Close BotStar Livechat Widget
Hides the live chat window.
Create Entity Fields
Adds fields to an existing content entity.
Connect any two apps with Notis in the middle.
Acculynx and Botstar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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