Review your AccuLynx jobs in a weekly PDF
Get a scheduled job portfolio document that helps you see project details in one place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Checking multiple job records one by one makes a weekly portfolio review easy to postpone.
- Bring available job information into one scheduled review document.
- Reduce repeated navigation between project records.
- Make a weekly portfolio review easier to start.
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 which available job details to include in the weekly portfolio PDF.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example.
Questions about this workflow
Can this include any field in AccuLynx?
Notis can use information available through the connected app. Specify the details you want, and supply any missing information to Notis.
Can I choose when the report runs?
Yes. Select a recurring schedule as the trigger when setting up the automation.
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
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