Create proposal PDFs from AccuLynx leads
Give Notis the lead details and scope, then get a proposal PDF ready to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Rewriting lead and scope details into a proposal takes time away from following up with prospective customers.
- Reduce copy and paste between lead records and proposal documents.
- Keep proposal drafts together in a downloadable PDF.
- Spend less time formatting and more time responding to leads.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocRaptor once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe how Notis should turn supplied lead and scope details into a proposal PDF.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead example.
Questions about this workflow
What starts this workflow?
A webhook starts it when an external tool or custom backend sends an HTTP request to Notis.
Does this workflow send the proposal to the lead?
No. It creates a PDF document. Sending or sharing it requires a separate step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to DocRaptor. A trigger fires from one place; an action lands in another.
Acculynx triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Acculynx and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business DocRaptor.