Create proposal PDFs from AccuLynx lead details
Send new lead information to Notis and get a consistent proposal PDF ready for your next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Why this helps
Copying lead details into proposal documents takes time and makes it easy to miss information.
- Reduce repeated entry when preparing proposals.
- Use a consistent PDF template for incoming leads.
- Receive a callback when background PDF generation finishes.
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.
- 3Tell Notis to use the lead details in each webhook request to create a proposal with your chosen CraftMyPDF template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead example and confirm the generated PDF.
Questions about this workflow
How does the workflow start?
A custom backend or other system sends an HTTP request to the Notis webhook with the lead information to use.
Do I need an existing CraftMyPDF template?
Yes. Choose a template that fits your proposal and ensure it can use the information provided in the request.
When will the PDF be ready?
This uses asynchronous PDF creation. CraftMyPDF returns a transaction reference and calls its configured webhook URL when generation finishes.
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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