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Notis

Generate proposal PDFs from AccuLynx project details

Create a repeatable proposal document from the project facts already at hand.

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

Starting every proposal from a blank document creates rework and leaves details easy to miss.

  • Reuse a defined Cloudlayer template for each proposal.
  • Populate the document with information provided in the webhook.
  • Spend less time copying project facts into a document.

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.
  • 3In one instruction, ask Notis to use the supplied project details to populate the chosen Cloudlayer template and create a PDF.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real project and review the generated proposal.

Questions about this workflow

Do I need a Cloudlayer template?

Yes. This action needs a predefined template ID or a custom HTML/Nunjucks template, along with the data for its variables.

Can Notis invent missing proposal details?

No. Supply the required values or instruct Notis to leave unavailable details blank and flag them in the run report.

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

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