Create site visit reports with AccuLynx and DocuGenerate
Turn visit notes into a structured report while the site context is still easy to recall.
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
Site observations can remain scattered in notes, making it harder to share a clear record after a visit.
- Structure supplied visit notes into a consistent report.
- Include available project context without re-entering it.
- Flag absent dates, observations, or follow-up details for review.
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 create a site visit report from visit notes in the webhook request and related AccuLynx project details, using the chosen template and flagging missing facts.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real visit record and review the generated report.
Questions about this workflow
Where do the visit notes come from?
The webhook request must include them, or they must be available through the connected AccuLynx data. The workflow does not create observations.
Does this upload field photos?
Only if the webhook request and connected tools provide the files and the chosen DocuGenerate action supports the intended attachment workflow.
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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