Bring estimate records into a job follow-up
Look up available estimates while preparing the next step on a job, with uncertain matches called out for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Estimates
Retrieves estimates.
Why this helps
A follow-up can stall when estimate records are stored separately from the job details prompting the conversation.
- Retrieve available estimate records during a follow-up review.
- Summarize likely relevant records using only supplied identifying context.
- Call out ambiguous matches instead of presenting them as certain.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agiled once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve Agiled estimates and summarize records relevant to supplied AccuLynx job follow-up details, noting uncertainty.
- 4Choose the webhook trigger and the report channel.
- 5Test with one follow-up request and review the estimates returned.
Questions about this workflow
Does this workflow create or send an estimate?
No. The selected action retrieves estimates for review; it does not create or send one.
What identifies a relevant estimate?
Provide identifying job or customer details in the request. Notis should flag ambiguity rather than assume a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Agiled. A trigger fires from one place; an action lands in another.
Acculynx triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Acculynx and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.