Attach the right representative to a ready AccuLynx job
When project paperwork confirms who should own the relationship, use Notis to connect that representative to the job.
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 job can be ready for work while ownership details remain buried in paperwork or a separate process.
- Associate a supplied company representative with a specific AccuLynx job.
- Keep job ownership details close to the project record.
- Reduce follow-up to update a job after paperwork is completed.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AccuLynx once in the Notis portal.
- 2Create an automation and describe when a representative should be added to a job.
- 3Choose the webhook trigger and a channel for run reports.
- 4Send one real job and representative example and review the association.
Questions about this workflow
What information does the action need?
It requires the AccuLynx job identifier and representative identifier. Include both in the webhook request.
Does it create a representative record?
No. It associates a representative with a job using the representative identifier supplied.
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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