Create proposal documents from AccuLynx leads
Give each promising lead a clear next step with a proposal draft generated from the information already in AccuLynx.
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
Preparing proposals means switching between lead records, templates, and document tools, and key details can get missed.
- Start proposal drafts without retyping available lead details.
- Keep proposal structure consistent through a reusable template.
- Surface missing information before it becomes a promise in the document.
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 proposal from the lead and related project details available in AccuLynx, using the chosen DocuGenerate template and flagging missing inputs.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and review the generated document.
Questions about this workflow
Does AccuLynx provide a built-in trigger for this workflow?
No. AccuLynx has no listed trigger events, so this workflow starts from a Notis webhook. An external system must send the HTTP request.
Will the proposal be sent to the lead?
No. The action generates a document and returns metadata, including a download URL. Sending it requires a separate process.
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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