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Append supporting PDFs to AccuLynx project documents

Create a generated project document with its supplied PDF pages appended in one output.

Trigger

Webhook received

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

Action

Generate document with merge

Why this helps

Reviewers have to open and combine separate PDFs when project documents and supporting pages are delivered apart.

  • Combine a generated PDF with supplied PDF pages.
  • Keep related project paperwork in one output.
  • Identify unavailable or invalid PDF inputs 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 append the supplied PDF files.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real project and a small set of supported PDFs.

Questions about this workflow

Can this append non-PDF files?

The merge action is for additional PDF files. Use the attachments action for supported files intended to be embedded.

Does it change the AccuLynx project?

No. It generates a PDF in DocuGenerate and does not update the source project.

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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