Create a proposal PDF from an AccuLynx lead
Move a qualified lead toward a clear next step with a proposal built from the details already in AccuLynx.
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
Copying lead and project details into proposal documents takes time and leaves room for mistakes.
- Reduce repetitive proposal preparation.
- Keep proposal details consistent with the incoming lead information.
- Get a generated PDF URL for review and delivery.
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 Documint proposal using the lead and job details in each incoming request.
- 4Choose the webhook trigger and a channel for run reports.
- 5Send one real example request and review the generated PDF URL.
Questions about this workflow
What starts this automation?
A webhook starts it when an HTTP request provides AccuLynx lead or job details.
Does Notis choose a proposal template automatically?
Tell Notis which template to use, or provide a reliable way to identify it. The webhook must include any details the document needs that AccuLynx does not provide.
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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