Prepare DocsAutomator for AccuLynx Job Documents
Turn an incoming job request into a ready-to-configure document automation, without rebuilding the setup by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Creating a document automation for each new job can mean repeating setup work and losing time to context switching.
- Create an automation from job context sent to a webhook.
- Use the supplied data source and optional Google Doc template details.
- Keep document setup requests together with the job that prompted them.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and name it for job document setup.
- 3In one instruction, ask Notis to use the incoming job request to create a DocsAutomator automation with its supplied data source and optional Google Doc template.
- 4Choose the webhook trigger, select where run reports should go, then test with one real job request sent to the webhook.
Questions about this workflow
Does AccuLynx provide a trigger event for this workflow?
No. AccuLynx exposes no trigger events here, so this workflow starts when an HTTP request reaches a Notis webhook.
Can the workflow upload a PDF template?
No. PDF templates must be uploaded through the DocsAutomator app interface. This workflow can use an optional Google Doc template when its details are supplied.
Does this generate a job document immediately?
The listed DocsAutomator action creates an automation. It does not generate a document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docsautomator. A trigger fires from one place; an action lands in another.
Acculynx triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Acculynx and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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