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Notis

Generate project document batches from AccuLynx

Prepare a set of project documents in one run and receive them together as a ZIP archive.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Generate documents as ZIP

Why this helps

Producing the same kind of document for many projects one at a time creates repetitive work and inconsistent results.

  • Generate multiple documents in one batch.
  • Receive the batch as a ZIP archive.
  • Review incomplete source records through 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 one document per project in the supplied batch, using the chosen DocuGenerate template and reporting records with missing inputs.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with a small batch of real projects and inspect the ZIP.

Questions about this workflow

How does the workflow know which projects to include?

The webhook request or your instruction must provide the project records or a clear selection rule supported by the available AccuLynx data.

Does the ZIP contain one combined document?

No. The action generates multiple documents and packages them into a ZIP archive.

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.

TriggerScheduled

Generate documents from template

Generates documents by merging data into a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Document

Permanently deletes a document from storage.

ActionInstant

Delete template

Permanently deletes a template and all its stored versions.

ActionInstant

Update Document

Renames an existing generated document.

ActionInstant

Get document by ID

Retrieves a document’s details and download link by ID.

ActionInstant

Get or list templates

Retrieves or lists existing templates.

ActionInstant

Get template by ID

Retrieves a template’s details by ID.

ActionInstant

Update Template

Updates a template’s file and settings.

ActionInstant

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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