Turn a qualified affiliate referral into an AccuLynx job
Move a qualified project referral into AccuLynx as a job when the necessary project and contact details are ready.
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
After a referral is qualified, manually carrying project details into the job system adds another chance for delay or error.
- Reduce re-entry when a referral is ready for project setup.
- Keep job creation tied to the supplied contact and location details.
- Report missing job requirements before follow-up.
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 create an AccuLynx job for qualified supplied referrals and report any missing required project details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified referral and verify the job in AccuLynx.
Questions about this workflow
Does a referral automatically count as qualified?
Qualification criteria must be stated in the automation prompt and supported by the supplied referral details.
What information does job creation need?
The listed action includes details such as contact, location, job category, work type, priority, and trade types. Provide the needed values or have Notis report what is 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.