Turn ready projects into AccuLynx jobs on schedule
Give project handoffs a regular checkpoint so opportunities marked ready can move into AccuLynx.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
Readiness decisions made in marketing or sales can be forgotten before someone creates the corresponding job record.
- Create a recurring checkpoint for projects ready for operations.
- Use your stated readiness criteria rather than memory-based follow-up.
- Create jobs using details available from the opportunity information.
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.
- 3In one instruction, ask Notis to review available opportunities and create an AccuLynx job for those meeting your readiness criteria, using supplied job details and flagging missing required information in the run report.
- 4Choose a recurring schedule and where run reports go.
- 5Test with one real opportunity and verify its job record in AccuLynx.
Questions about this workflow
What readiness criteria should I use?
Use criteria your team already tracks in ActiveCampaign. If a decision depends on history or a baseline not available to Notis, supply it explicitly.
What happens if required job details are missing?
Ask Notis to report the missing information so your team can complete it before job creation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.