Make task handoffs easier to follow
Give each assignment a focused brief with the task context and project details already on hand.
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
Task handoffs lose momentum when the assignee has to search multiple places for basic context.
- Put task context into one easy-to-review document.
- Cut down on follow-up questions caused by missing background.
- Make assignment handoffs easier to scan.
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 create a task brief from the task and project details provided in each webhook request.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real assigned task and review the PDF.
Questions about this workflow
What should the webhook include?
Include the task and project information the brief needs, such as the task description and assignee when available.
Can the brief include a due date?
Yes, if the date is supplied in the request or otherwise available to Notis.
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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