Follow up on needed job documents by email
Use the document context available in AccuLynx to send a focused request when a job still needs a file.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
A job can stall when missing paperwork is noticed late or the request gets buried among other work.
- Prompts a follow-up based on the document criteria you provide.
- Keeps the request tied to the relevant job context.
- Reduces manual checking and composing.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for document follow-up.
- 3Tell Notis what document condition to look for, who should receive the request, and what the email should ask for.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real job whose document details meet your criteria.
Questions about this workflow
Can the workflow detect every missing document automatically?
Only if the needed document status is available from AccuLynx and your instruction explains what to check.
Does this attach or retrieve the job document?
No. This workflow sends an email request based on available document context; it does not retrieve attachments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Gmail. A trigger fires from one place; an action lands in another.
Acculynx triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Acculynx and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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