Catch project and job reference gaps in a scheduled review
Bring Acculynx project details and Connecteam jobs for a known instance into one review, with uncertain matches clearly flagged for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Why this helps
When project details and job records are maintained separately, mismatched or missing references can take time to catch.
- Review project references alongside the jobs for a known Connecteam instance.
- Flag possible gaps for a person to confirm.
- Keep the audit focused on exceptions that need attention.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe how to compare project references with jobs and report uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and the correct Connecteam instance ID.
Questions about this workflow
Why does the workflow need an instance ID?
The Connecteam Get Jobs action requires a scheduler or time clock instance ID. Supply the correct ID in your instruction or connected context.
Will it change job records?
No. This workflow retrieves jobs and reports possible reference gaps. It does not create or edit jobs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Connecteam. A trigger fires from one place; an action lands in another.
Acculynx triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Acculynx and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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