Start project tracking from an AccuLynx job handoff
Carry a job into the place where you track client work, so project setup does not become another item to remember.
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 for tracking client work, time, or expenses.
Why this helps
Manually recreating job details in a project tracker adds friction just as work is getting underway.
- Reduce project setup repetition.
- Make new client work visible in Clientary sooner.
- Create a clearer transition from job details to time and expense tracking.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which incoming job details should be used to create a Clientary project, including the project name and rate required by Clientary.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real job and confirm the Clientary project details.
Questions about this workflow
What must the webhook include?
Include enough information for the Clientary project, including its required name and rate. Include the client association when available.
Will this create tasks for the project?
No. It creates the project only. Task creation is a separate Clientary action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Clientary. A trigger fires from one place; an action lands in another.
Acculynx triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Acculynx and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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