Create a consistent cover sheet for each job
Make job documents easier to identify with a cover sheet generated from the project details you already have.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Unlabeled or inconsistent job documents take extra time to identify during busy handoffs.
- Standardize the first page of job document packets.
- Make project information easier to spot at a glance.
- Reduce manual cover page edits.
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.
- 3In one instruction, ask Notis to create a job cover sheet using the details in the webhook request.
- 4Choose the webhook trigger and select where run reports go.
- 5Test with one real job and review the generated cover sheet.
Questions about this workflow
Does this attach the cover sheet to an existing AccuLynx document?
This workflow creates a Documint document from supplied data. Combining it with an existing file requires an available document merge capability and inputs.
What if the job name is missing?
Provide the job name in the webhook request or instruct Notis how to handle incomplete requests.
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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