Assign AccuLynx representatives to campaign jobs
Make ownership clearer by associating the right known representative with a campaign-related job when the assignment details are available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
A project can have clear campaign context but no obvious person responsible for the next step.
- Review campaign-related job assignments on a recurring schedule.
- Associate a representative with a specific job using an existing ID.
- Apply routing rules stated in the automation prompt.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to assign the supplied existing representative ID to the specified AccuLynx job when your stated routing criteria are met.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real job and known representative ID.
Questions about this workflow
Can Notis invent or look up a representative ID from an ad?
No. The listed action requires a representative ID. Provide an existing ID or make it available in the connected data before asking Notis to assign it.
Can this assign a representative to a new job automatically?
Only when the job ID and representative ID are available. The workflow should skip records without both identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Acculynx. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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