See your Docupilot folders before sorting job documents
A scheduled folder list gives you a quick reference when reviewing document organization for AccuLynx work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all folders
Lists all workspace folders.
Why this helps
Finding the right destination for a job document can add another context switch to a busy day.
- Get a recurring view of available Docupilot folders.
- Reduce time spent searching for the right document destination.
- Keep the review separate from any unsupported document creation action.
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 list Docupilot folders and send the results as a reference for AccuLynx job document organization.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real folder listing.
Questions about this workflow
Does this workflow create or move files?
No. Its available Docupilot action lists folders. It does not create, move, or generate documents.
What starts the workflow?
A Notis schedule starts it at the recurring time you select.
Does the folder list include AccuLynx project details?
The listed action returns available Docupilot folders. AccuLynx details would need to be supplied separately if you want them included in the report.
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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