Move ready repair referrals into AccuLynx jobs
Give repair inquiries a regular review point so eligible work can move into project setup.
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
Repair requests can remain in referral records while the project team waits for a clear intake moment.
- Process repair referrals in a regular batch.
- Apply stated job readiness criteria consistently.
- Report missing information needed for setup.
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 repair referrals, create an AccuLynx job when requirements are met, and report missing job details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one ready repair referral and confirm its AccuLynx job.
Questions about this workflow
Will Notis pull repair referrals from Adtraction?
No Adtraction trigger or retrieval action is available in this context. Supply referral details for each scheduled run.
Can criteria differ by repair type?
Yes, state the relevant criteria in the prompt and ensure the supplied referral data describes the repair.
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
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