Move approved project briefs into AccuLynx jobs
When a project brief is ready, let Notis organize the submitted details and start the AccuLynx job setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
Turning an approved brief into a complete job record takes attention away from coordinating the work itself.
- Turn submitted project information into a job with less copying.
- Use Abstract to process text before job creation.
- Keep job creation tied to an explicit approval in the request.
Setup
Build it in a few focused steps.
- 1Connect Abstract and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to process the brief with Abstract and create an AccuLynx job only when the request marks it approved and includes required details.
- 4Pick the webhook trigger and choose a run report channel.
- 5Test with one approved project brief.
Questions about this workflow
What information does a job need?
The listed action supports details such as the associated contact, location, job category, work type, priority, and trade types. Include the information needed for your job in the request.
Can this create the contact as well?
This workflow uses the AccuLynx create job action. Create or identify the associated contact separately unless your supported setup provides the required contact reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Acculynx. A trigger fires from one place; an action lands in another.
Abstract triggers
Acculynx actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add job appointment
Schedules the first appointment for a job.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Create a job
Creates a new construction or roofing job.
Create a lead
Creates a lead for a residential roofing project.
Job appointment summary
Lists appointments scheduled for a specific job.
List of calendars for the location
Lists calendars available to your account or organization.
List of contact types related to the company
Lists the available contact types.
Update company representative
Assigns a company representative to a job.
Connect any two apps with Notis in the middle.
Abstract and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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