See your project portfolio in one monthly snapshot
A monthly snapshot can make portfolio review easier to begin, with current project details collected into Bubble.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Thing
Create a new record.
Why this helps
Portfolio reviews take longer when project context has to be rebuilt from individual records every time.
- Create a consistent starting point for monthly portfolio review.
- Collect current project details in one Bubble record.
- Make missing portfolio information visible.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Bubble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the monthly portfolio snapshot.
- 3Describe in one instruction which available project details to summarize in the Bubble snapshot.
- 4Pick a monthly recurring schedule and choose where run reports should go.
- 5Test with one real portfolio review and confirm the app has permission to create the record.
Questions about this workflow
Does this show portfolio changes over time?
A snapshot captures available details for that run. Change tracking needs prior snapshots or another available history source.
Can I tailor the summary to my review?
Yes. Describe the details and decisions you want surfaced in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Bubble. A trigger fires from one place; an action lands in another.
Acculynx triggers
Bubble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Things
Create multiple records at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Thing
Create a new record.
Delete Thing By ID
Delete a record by its unique ID.
Get Thing By ID
Retrieve a record and its fields by unique ID.
Patch Thing By ID
Update selected fields on a record by its unique ID.
Replace Thing by ID
Replace all editable record fields, resetting omitted fields to their defaults.
Download File
Download a file from its URL.
Create Temp File
Upload a temporary file to R2 and return an S3 key.
Connect any two apps with Notis in the middle.
Acculynx and Bubble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
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No card. Works with personal or business Bubble.