Connect ActiveMerge to Acculynx

When something happens in ActiveMerge, Notis takes the next step in Acculynx. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from ActiveMerge to Acculynx

View example

Turn a signed roofing inquiry into an AccuLynx lead

Use an ActiveMerge document workflow to send a roofing inquiry to Notis, then create an AccuLynx lead from the submitted details.

View example

Add document intake contacts to AccuLynx

Send contact details from an ActiveMerge form or document process to Notis and create an AccuLynx contact.

View example

Start an AccuLynx job from a project packet

Send project details assembled through ActiveMerge to Notis and create an AccuLynx job with the supplied information.

View example

Schedule a site visit for a ready job

When an ActiveMerge process sends a ready job and appointment window, have Notis schedule its initial appointment in AccuLynx.

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Get a daily brief of job appointments

On a recurring schedule, retrieve appointment summaries for specified AccuLynx jobs so Notis can prepare a concise calendar brief.

View example

Review available AccuLynx calendars on a schedule

Have Notis retrieve the calendars available to your AccuLynx organization on a recurring schedule for a compact overview.

View example

Assign a representative when job paperwork is ready

Send a job and representative reference from an ActiveMerge process to Notis, then associate the representative with the AccuLynx job.

View example

Refresh your AccuLynx contact type reference

On a recurring schedule, retrieve the contact types defined for your AccuLynx company and share a clear reference in Notis run reports.

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Acculynx. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Acculynx actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.