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Notis

Start jobs with verified site locations

Move from a checked site address to a new AccuLynx job with the project details already in the request.

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

Starting a job can stall when someone has to verify a site address and then re-enter the project information.

  • Start project records from verified site details.
  • Keep the supplied contact and work information with the new job.
  • Reduce address re-entry during job setup.

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 a verified project location request should create an AccuLynx job using the supplied contact, location, category, work type, priority, and trade details as available.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real project request that includes the required job details.

Questions about this workflow

Which job details can the automation use?

Notis can use details included in the incoming request, such as contact, location, category, work type, priority, or trade types. Any required information not supplied must be added before AccuLynx can create the job.

Does verifying the address create a job by itself?

No. The request also needs to indicate that a project should be opened and include the job details required by AccuLynx.

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.

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

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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