Check the connected Docupilot account before a handoff
Make the active Docupilot identity visible in a run report when an AccuLynx process calls for a document handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Retrieves details about the authenticated user.
Why this helps
A handoff can stall when no one is sure which Docupilot account a connected workflow is using.
- Confirm the authenticated Docupilot user in a run report.
- Make account context easier to check before document organization.
- Start the check from an external AccuLynx process using a webhook.
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 retrieve the authenticated Docupilot user and include the account details in the run report for the handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real webhook request.
Questions about this workflow
Does this action create a folder?
No. It retrieves information about the authenticated Docupilot user.
Can the webhook be an AccuLynx event trigger?
AccuLynx has no listed trigger events. An external process must send an HTTP request to the Notis webhook.
Does this send a contract or document?
No. The available action checks the authenticated user. Contract and PDF actions are not listed.
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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