Create consistent lead intake sheets
Capture the information your team needs in a repeatable, easy-to-review format.
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
New lead details can arrive inconsistently, making qualification and follow-up harder.
- Standardize how supplied lead details are presented.
- Make missing intake information visible.
- Reduce repetitive formatting for each new lead.
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.
- 3Ask Notis to fill your Cloudlayer lead intake template with the supplied details and flag unanswered fields.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and review the result.
Questions about this workflow
Can this create new leads in AccuLynx?
No. The selected action creates a PDF using Cloudlayer. It does not write a new lead to AccuLynx.
What happens when a field is missing?
Instruct Notis to leave it blank or label it as missing so someone can complete it.
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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