Turn an ActiveMerge project packet into an AccuLynx job
When a project packet is ready, pass its key details through Notis and start the job record in AccuLynx.
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
Project information assembled in documents still needs to be entered into the system where the work is managed.
- Create a job from project details submitted to a Notis webhook.
- Carry supplied contact, location, category, work type, priority, and trade details into job setup.
- Reduce the delay between preparing paperwork and starting project tracking.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AccuLynx once in the Notis portal.
- 2Create an automation and describe how project packet details should start a job.
- 3Choose the webhook trigger and a channel for run reports.
- 4Send one real project packet example and check the resulting job.
Questions about this workflow
Does Notis extract details from an ActiveMerge file automatically?
This workflow uses details included in the webhook request. Make sure the process supplies the information needed to create the job.
Can it create a job without a contact?
The AccuLynx job action requires the relevant job details, including the associated contact. Supply the needed information in the request.
When this happens · Trigger
Do this · Action
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.
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.
ActiveMerge and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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