Give qualified referrals a scheduled path into AccuLynx jobs
Review supplied affiliate referrals at a regular interval and start AccuLynx jobs only when project details are ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
Qualified referrals can wait for project setup when they have no dedicated review step.
- Batch review eligible referrals at a chosen cadence.
- Create jobs from project details that are ready.
- Highlight missing details for the team to resolve.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and AccuLynx once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to review supplied referral data and create an AccuLynx job when the stated readiness criteria and required details are present.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real qualified referral and review the created job.
Questions about this workflow
Will the schedule retrieve new Adtraction referrals?
The available Adtraction context has no trigger or retrieval event. The referral data must be supplied to Notis for each run.
Can Notis decide whether a project is ready?
Yes, when you describe the readiness criteria and provide the relevant information. The workflow should report details that are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Acculynx. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.