Connect a credentialed representative to the right Acculynx job
If a credential update changes who should represent a project, send the job and representative details to Notis and keep the assignment current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
The team learns that a representative has a relevant credential, then must remember to update the job separately.
- Reduce missed representative updates after credential changes.
- Keep the job and representative identifiers together in the request.
- Use run reports to spot requests that lack an identifier.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Acculynx once in the Notis portal.
- 2Create an automation that associates the supplied representative with the supplied Acculynx job after a relevant credential update.
- 3Pick the Notis webhook trigger and send the job and representative identifiers in the request.
- 4Choose a report channel and test with one real job and representative pair.
Questions about this workflow
Can the workflow find the right Acculynx job from a person's name?
The listed action requires the job identifier and representative identifier. Include both in the request; do not rely on a name alone.
Does Accredible expose this event directly?
No Accredible trigger events are listed. An external system or backend must send the credential update to the Notis webhook.
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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