Draft subcontractor scopes from AccuLynx project context
Put the supplied scope and relevant project context into a structured draft that is ready for review.
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 a clear subcontractor scope takes repeated context gathering and careful review of the work details.
- Turn supplied scope details into a consistent draft.
- Include relevant project information available in AccuLynx.
- Call out exclusions or terms that were not provided.
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 subcontractor scope using the supplied scope details and related AccuLynx project information, with the chosen template and missing terms clearly marked.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real scope request and review the draft.
Questions about this workflow
Will this create a contract or award work?
No. It generates a draft document. Contract review, approval, and award remain separate.
Can it fill in pricing and terms?
Only when those details are supplied or available in AccuLynx. Otherwise, instruct Notis to mark them as missing.
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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