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Notis

See which signing documents need attention after a job update

A job update can change what needs a signature. Have Notis check Docnify and summarize the documents to review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Documents

Lists documents in the account.

Why this helps

Job changes and signature paperwork live in separate tools, making it easy to miss a document that needs review.

  • Review relevant Docnify documents after an AccuLynx job update.
  • Get a concise summary of available document status and metadata.
  • Keep job changes from disappearing into a separate signing inbox.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Docnify once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Tell Notis to use the incoming job update to identify and summarize relevant Docnify documents.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real job update and confirm the document summary is useful.

Questions about this workflow

Does AccuLynx provide a built in trigger for this workflow?

No. AccuLynx has no listed trigger events. An external tool or custom backend must send an HTTP request to start the Notis webhook.

Can this workflow create or send a Docnify document?

No. It lists Docnify documents and summarizes the returned information. The listed actions do not create or upload document content.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Docnify. A trigger fires from one place; an action lands in another.

Acculynx triggers

Docnify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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