Turn qualified opportunities into AccuLynx jobs
Once a project is ready for operations, let ActiveCampaign signal Notis to start its AccuLynx job record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
A qualified opportunity can stall while someone manually transfers its project and location details into the job system.
- Move qualified work into the project system with less copy and paste.
- Use ActiveCampaign's existing qualification logic to decide when the handoff happens.
- Create a job from information supplied with the webhook 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.
- 3Tell Notis to create an AccuLynx job for each qualified opportunity sent by ActiveCampaign, using the supplied contact, location, category, work type, priority, and trade details where available.
- 4Choose the webhook trigger, configure the ActiveCampaign automation to call it, and choose where run reports go.
- 5Test with one real qualified opportunity and verify the new job in AccuLynx.
Questions about this workflow
What qualifies an opportunity for job creation?
Use the qualification rules already configured in ActiveCampaign and send only opportunities that meet them to the webhook.
Will Notis fill in missing job information?
No. Include the required job details in the request. Notis should not infer values the apps or request do not provide.
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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