Generate proposal batches from AccuLynx leads
Prepare proposal drafts for a defined group of leads together, then review the documents from one ZIP.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Creating similar proposals individually makes lead follow-up harder to keep moving during busy periods.
- Generate multiple proposal drafts during one scheduled run.
- Package outputs in one ZIP for easier review.
- Expose lead records with missing proposal inputs.
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 which available leads to include and to generate one proposal per lead using the chosen template, flagging missing details and returning the documents as a ZIP.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with a small batch of real leads and review each proposal.
Questions about this workflow
How are leads selected?
Define a selection rule that can be applied to available AccuLynx data. Notis does not add hidden filters to the trigger.
Are the proposals ready to send automatically?
Treat them as drafts for review. The workflow generates documents but does not send them to leads.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.