Keep AccuLynx job ownership current
Set a regular check for project handoffs that include a job and representative, then update the association in AccuLynx.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
Ownership changes can be recorded in marketing notes but missed in the job system where the project team needs them.
- Create a recurring ownership review for project handoffs.
- Keep job and representative associations aligned with available source information.
- See missing identifiers in run reports for follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Ask Notis to review available project ownership information and associate the provided representative with the specified AccuLynx job; report records missing either identifier.
- 4Choose a recurring schedule and where run reports go.
- 5Test with one real job and representative pair and check the association in AccuLynx.
Questions about this workflow
Can this workflow discover an AccuLynx job from a person's name?
The action requires the job and representative identifiers. Provide those identifiers in the source information; do not rely on name-based guessing.
Will it create a new representative?
No. This action associates a representative identifier with a specified job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Acculynx. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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