Prepare customer project update drafts from AccuLynx
Turn selected project facts into a concise update draft, with unknowns left visible for a quick review.
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
Writing customer updates from scratch takes time and creates a risk of overlooking important project context.
- Draft a consistent update from available project facts.
- Keep uncertain or missing details visible for review.
- Reduce repeated writing before customer communication.
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 customer update from the approved project details supplied in the webhook request and available in AccuLynx, using the chosen template and flagging uncertain claims.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real project and review the draft before sharing.
Questions about this workflow
Does the workflow send the update to the customer?
No. It generates a document for review. The listed action does not send customer messages.
Can it include a completion forecast?
Only when a forecast is provided or supported by available data and rules. Otherwise, it should leave the forecast out or mark it as unavailable.
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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