Keep project paperwork from slipping off the list
Turn a scheduled project review into a clear queue of PDFs that need preparation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create PDF Asynchronously
Why this helps
Document follow-ups can disappear between project updates, inboxes, and competing priorities.
- Review project information on a regular schedule.
- Queue document generation for projects matching your stated criteria.
- Get an asynchronous completion callback for generated PDFs.
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 document queue.
- 3Tell Notis which project criteria and CraftMyPDF template to use when queuing PDFs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and verify the queued PDF and callback behavior.
Questions about this workflow
How does Notis decide which projects need a PDF?
State the criteria in your instruction. Notis can only assess project information returned by AccuLynx or supplied to it.
Does PDF generation block the scheduled run?
The asynchronous action queues generation and returns a transaction reference; CraftMyPDF calls its configured webhook URL when the PDF is ready.
Can this send the completed document to someone?
This action generates the PDF asynchronously. Sending or delivering it requires a separate supported workflow.
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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