Prepare change order drafts from AccuLynx
Put the requested change, its known context, and any missing decision points into a reviewable document draft.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Change details are easy to lose when conversations and project records need to be reconciled before documenting an update.
- Create a reviewable draft from the change information provided.
- Keep the document grounded in available project context.
- Make missing approval or pricing details easy to spot.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocuGenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to draft a change order using the change details in the webhook request and related AccuLynx project information, with the chosen DocuGenerate template; flag missing terms for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real change request and review the draft before use.
Questions about this workflow
Will this approve or apply the change?
No. It generates a document. Have a person review the draft and handle any approval or project update separately.
Can Notis calculate a change price?
Only when the required pricing information and rules are supplied. Otherwise, instruct Notis to mark pricing as missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docugenerate. A trigger fires from one place; an action lands in another.
Acculynx triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Acculynx and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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