Review generated documents on a steady cadence
Make generated paperwork easier to scan with a recurring summary of the documents in Documint.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in your Documint account.
Why this helps
Generated documents can be hard to keep track of when nobody has time to review them regularly.
- Create a recurring overview of Documint documents.
- Reduce the need to open documents one by one just to understand the inventory.
- Surface records that may need a follow-up, based on details available in the list.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Tell Notis to list Documint documents on a schedule and summarize those relevant to AccuLynx work.
- 4Choose the recurring schedule and a channel for run reports.
- 5Run one review and confirm the summary answers the team's tracking questions.
Questions about this workflow
Does the list prove a document belongs to a specific AccuLynx job?
Only if the returned document details or your supplied context connect it to that job.
Can this workflow send PDFs to customers?
The list action returns document records. It does not deliver PDFs to customers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Documint. A trigger fires from one place; an action lands in another.
Acculynx triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Acculynx and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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