Start an Acculynx job from a credential milestone
When a credential milestone is a signal to begin project work, let Notis turn the supplied contact and job details into an Acculynx job.
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
A credential milestone can prompt a new project, but the handoff gets delayed while someone transfers details into Acculynx.
- Reduce the time between a credential milestone and project setup.
- Carry supplied job location and category details into the workflow.
- Avoid creating a job when required information is missing by asking Notis to flag incomplete requests.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Acculynx once in the Notis portal.
- 2Create an automation that starts an Acculynx job from a credential milestone only when the request includes the needed job details.
- 3Pick the Notis webhook trigger and send the milestone and project details to its HTTP endpoint.
- 4Choose where reports go and test with one real example containing the contact, location, category, work type, priority, and trade details available to you.
Questions about this workflow
Does Accredible provide a credential milestone trigger here?
No source trigger event is listed. A connected external system or custom backend must send the milestone to the Notis webhook.
What if the webhook does not include all job details?
Notis can identify missing information and report it, but it cannot invent the contact, location, category, work type, priority, or trade details required for a useful job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Acculynx. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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