Create AccuLynx jobs from qualified campaign opportunities
Move a campaign-qualified opportunity into project setup when its contact, location, and work 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
A promising opportunity can stall when someone has to manually turn campaign research into a project record.
- Review campaign findings on a recurring schedule.
- Create jobs only when required project information is available.
- Carry supplied contact, location, category, work type, and priority details into the setup 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 review Adyntel findings for your defined opportunity criteria and create an AccuLynx job only when its required contact and project details are available.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real qualified opportunity and inspect the created job.
Questions about this workflow
Will this create a job when an ad only shows general market interest?
It should not. Define your qualification criteria in the prompt and require the contact and project information needed for a job.
What details can be used to initialize the job?
The listed action supports details such as the associated contact, location, job category, work type, priority, and trade types. Use only details available in the research or supplied by you.
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
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.