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Notis

Get a recurring digest of AccuLynx project details

Use a schedule to turn the latest project information you provide into a consistent digest.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Generate Carbone Report

Generates a document in the chosen format from a template.

Why this helps

Project reviews are harder when the latest details are scattered across records and gathered at the last minute.

  • Use a recurring schedule to prompt report creation.
  • Present supplied project information in a consistent Carbone template.
  • Reduce last-minute effort assembling a review document.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Carbone once in the Notis portal.
  • 2Create an automation and tell Notis to generate a digest from current project details provided by your connected tool or backend.
  • 3Pick the recurring schedule trigger and specify how the project details will be supplied to the run.
  • 4Choose where Notis should send run reports.
  • 5Test with one real project example and review the digest.

Questions about this workflow

Will the schedule retrieve AccuLynx projects by itself?

The listed AccuLynx context does not provide a trigger event or retrieval action for this workflow. Your connected tool or backend must supply the project details to Notis.

Can the digest run weekly?

Yes. Choose a recurring schedule in Notis that suits your review cadence.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Carbone. A trigger fires from one place; an action lands in another.

Acculynx triggers

Carbone actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

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

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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