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Notis

Create Agiled projects from AccuLynx job details

Pass along a job brief and let Notis prepare the matching project in Agiled, so setup does not get lost between systems.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Project

Creates a new project.

Why this helps

Re-entering job details as a project takes focus away from planning and creates another place for project setup to stall.

  • Reduce duplicate entry when starting a project from a job brief.
  • Ask for missing project details before creating anything.
  • Keep the project setup request and run report in one workflow.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Agiled once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe how Notis should review supplied AccuLynx job details and create an Agiled project only when required details are available.
  • 4Choose the webhook trigger and the channel for run reports.
  • 5Send one real job example to the webhook and review the run report.

Questions about this workflow

Does AccuLynx start this workflow automatically?

AccuLynx triggers are not listed here. Notis starts this workflow when it receives an HTTP request, so the request must include or make available the AccuLynx job details.

What if the job details do not include everything needed?

Instruct Notis to report the missing information and wait for it rather than creating a project with guessed values.

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.

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

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

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