Check proposal template availability before work piles up
Start the week knowing whether the proposal templates your team relies on are still available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
Finding out a needed proposal template is missing during a live sales handoff creates avoidable friction.
- Review template availability before proposal work begins.
- Make missing expected templates easier to notice.
- Give the team a consistent place to check document readiness.
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.
- 3Ask Notis to list Documint templates on a schedule and compare the result with the expected proposal templates you provide.
- 4Choose the recurring schedule and report channel.
- 5Test once and confirm the expected template names or ids are supplied.
Questions about this workflow
Can the workflow know which templates are expected?
Provide the expected template names or ids in your instruction or another source Notis can access.
Will it restore a missing template?
No. This workflow lists templates and reports the comparison; restoring or creating templates requires a separate action.
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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