Bundle AccuLynx job details and supporting files
Bring a generated job document and its supplied supporting files together in one PDF for easier review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Project summaries and their supporting files often travel separately, adding extra steps for whoever needs the complete packet.
- Create a PDF that includes the generated document and supported attachments.
- Keep related supplied files together for review.
- Make missing or unsupported files visible in the run report.
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 generate the chosen document from available AccuLynx project details and embed the supporting files supplied with the webhook request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real project and supported sample files.
Questions about this workflow
Where must the supporting files be provided?
They must be accessible to the workflow through the webhook request or connected app data, and supported by the DocuGenerate action.
Does this merge extra PDF pages?
This workflow uses the attachments action to embed files. Use a separate PDF merge action when the goal is to append additional PDF pages.
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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