Skip to content
Notis

Prepare change order PDFs from job updates

Keep change order documents consistent while the project details are fresh.

Trigger

Webhook received

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

Action

Template to PDF

Generate a PDF from a template and data; processing runs asynchronously by default.

Why this helps

Change details can be slow to turn into a document, delaying review and follow-up.

  • Use the same template structure for each change order.
  • Base the document on details supplied with the job update.
  • Make the document ready for human review.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Cloudlayer once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to populate your Cloudlayer change order template from the supplied job details and create a PDF for review.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real change order and check the rendered PDF.

Questions about this workflow

Will this approve or send the change order?

No. It generates a PDF for review. Approval and delivery are outside this workflow.

What details should the webhook include?

Include the job reference and all change details required by your template. Missing values should be flagged for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx triggers

Cloudlayer actions

Recurring trigger

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

TriggerScheduled

Add Storage

Adds a user-owned S3-compatible storage configuration for generated assets.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Asset

Retrieves an asset by its ID.

ActionInstant

Convert HTML to Image (V2)

Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.

ActionInstant

Get API Status

Checks whether the service is reachable.

ActionInstant

Convert HTML to PDF (v2)

Converts HTML into a PDF.

ActionInstant

Convert URL to PDF (Simple)

Converts a URL to PDF and returns the result immediately.

ActionInstant

Delete Storage Configuration

Deletes a user storage configuration after you confirm its ID is correct.

ActionInstant

List Assets

Lists generated PDFs and images in your account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cloudlayer.