Keep your document template inventory easy to review
Get a scheduled view of the templates available for the documents your AccuLynx work depends on.
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
When templates are hard to keep track of, teams spend time searching before they can prepare documents.
- See the available templates in a recurring review.
- Reduce time spent searching for a document starting point.
- Spot templates that may need an owner or follow-up.
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 summarize them for AccuLynx document use.
- 4Choose a recurring schedule and where run reports should go.
- 5Run it once and check that the inventory is useful to your team.
Questions about this workflow
Does this change any templates?
No. It lists templates in the authenticated Documint account and prepares a review.
Can Notis identify which templates are outdated?
Only if you provide a rule or baseline for what counts as outdated. The template list alone may not include that business context.
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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