Turn lead details into a quick visual brief
Make new lead context easier to absorb before the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Why this helps
Lead details spread across notes can be hard to review before a call or site visit.
- Condense supplied lead details into a quick visual.
- Surface gaps for follow-up before the next conversation.
- Avoid manually assembling a separate briefing slide.
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 create a short lead brief image from the supplied lead details and note any missing qualification information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and review the image.
Questions about this workflow
Will this score or qualify a lead?
Not unless you provide qualification criteria. The workflow can summarize the supplied information and identify missing details.
Can the image be used in a report?
Yes. Cloudlayer can render an image asset that your team can review or share through your existing process.
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.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
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
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