Link the right representative to each job
When a request names the job and representative, have Notis connect them in AccuLynx as the location is verified.
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 verified project can still lack a clear owner when representative details are left in the intake message.
- Attach the supplied representative to the specified job.
- Keep ownership updates connected to verified project intake.
- Reduce missed assignment steps after address checks.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and AccuLynx once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe that an incoming verified project request should add its supplied company representative to the specified AccuLynx job.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing an existing job ID and representative ID.
Questions about this workflow
What must the request include?
It must identify the AccuLynx job and the representative to associate with it. The relevant IDs need to be available in the request.
Does this create the job or representative?
No. This action associates a company representative with a specific existing job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Acculynx. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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