Carry the project owner into AccuLynx
Pass the job and representative identifiers from your handoff so AccuLynx records who is associated with the project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
A project can reach operations without a clear representative attached, leaving someone to find the right person and update the job later.
- Attach the identified representative during the project handoff.
- Reduce follow-up work to clarify who is associated with a job.
- Use identifiers already included in the ActiveCampaign request.
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 associate the provided representative with the specified AccuLynx job; have the ActiveCampaign request include both required identifiers.
- 4Choose the webhook trigger and run-report destination, then configure ActiveCampaign to send the request to the Notis webhook.
- 5Test with a real job and representative pair and confirm the association in AccuLynx.
Questions about this workflow
What information does this action need?
The action requires the AccuLynx job identifier and representative identifier. Include both in the request.
Does this create a job too?
No. This workflow associates a representative with a specified existing 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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