Give every AccuLynx job a place for its documents
Send a job context to Notis and have it create a matching folder in the confirmed Docupilot workspace.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Why this helps
Job documents are harder to find when every project starts with a manual folder setup.
- Reduce manual folder setup for job documents.
- Keep project document organization consistent.
- Use a webhook to start the workflow from an AccuLynx process.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the incoming job context to create a Docupilot folder, confirming the workspace first.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real AccuLynx job webhook.
Questions about this workflow
Does AccuLynx provide a built-in trigger for this workflow?
No. Start it with a Notis webhook, which runs when an HTTP request arrives.
Will Notis choose a Docupilot workspace automatically?
The prompt should require confirmation of the workspace context before creating a folder.
Does this workflow generate a contract or PDF?
No. The available action creates a folder. Document generation actions are not listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docupilot. A trigger fires from one place; an action lands in another.
Acculynx triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
List all folders
Lists all workspace folders.
Get Authenticated User
Retrieves details about the authenticated user.
Connect any two apps with Notis in the middle.
Acculynx and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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