Keep project document templates easy to find
Get a scheduled review of upcoming document needs and the templates available to prepare them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List PDF Templates
Lists the available PDF templates.
Why this helps
Finding the right template often gets pushed off until a document is already needed.
- Review available templates on a predictable schedule.
- Surface project document needs before preparation becomes urgent.
- Keep the next document step visible in a run report.
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 your document review.
- 3Tell Notis to review the available project information and retrieve the CraftMyPDF template list for relevant document needs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project example and confirm the report is useful.
Questions about this workflow
Does the workflow create PDFs?
No. It retrieves the paginated list of available PDF templates and reviews it alongside project information.
What schedule should I choose?
Choose a cadence that matches how often you plan project documents. Notis supports recurring schedules.
Can it identify missing project information?
Notis can flag information that is absent from the returned data, but it cannot infer fields or history that AccuLynx does not provide.
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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