Fill job forms using AccuLynx project information
Populate a fillable PDF with the job details sent to Notis, so the form is ready for a review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update PDF Fields
Fill a PDF’s form fields with provided values; the document must contain identifiable fillable fields.
Why this helps
Re-entering job details into forms creates avoidable effort and leaves room for transcription mistakes.
- Reduce repetitive data entry into fillable forms.
- Use project details from the incoming request.
- Prepare forms for a person to review before use.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the form.
- 3Tell Notis to update the specified fillable fields using project details from each webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project and check the resulting form fields.
Questions about this workflow
Will this work with any PDF?
The PDF must contain fillable fields with identifiable names that match the field IDs provided to CraftMyPDF.
Where does the project information come from?
A custom backend or other system sends an HTTP request to the Notis webhook with the information to use.
Can I review the form before sending it?
Yes. The workflow can prepare the filled PDF for your review; sending or distributing it is a separate step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Craftmypdf. A trigger fires from one place; an action lands in another.
Acculynx triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Acculynx and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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