Turn planned campaigns into AccuLynx jobs
Give approved project plans a reliable route into AccuLynx, with Notis checking the supplied campaign information on a recurring schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
Project details can remain in campaign planning materials after the team is ready to organize the work in AccuLynx.
- Review supplied campaign information on a predictable schedule.
- Create jobs for projects that meet your stated readiness criteria.
- Reduce the chance that approved work waits for manual setup.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and AccuLynx once in the Notis portal.
- 2Create an automation and describe which supplied project plans should become jobs.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real project plan.
Questions about this workflow
Does the schedule automatically read Abyssale data?
Only if the information is made available to Notis. Abyssale has no listed native trigger, so provide the campaign data through your connected setup or instruction.
What details does job creation need?
The action creates a job from details available to Notis, such as its associated contact, location, category, work type, priority, and trade types.
Can Notis decide which plans are ready?
You can describe readiness criteria in the instruction, but any required status or approval information must be supplied to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Acculynx. A trigger fires from one place; an action lands in another.
Abyssale 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.
Abyssale and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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