Connect a known representative to the right AccuLynx job
Put ownership context next to the project when the job and representative are already clear from your intake.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
A project can lose momentum when its representative is known but not attached to the job record.
- Attach a named representative to an identified job.
- Keep assignment tied to explicit job and representative identifiers.
- Flag missing or ambiguous identifiers instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the assignment outcome to Notis.
- 3Ask Notis to associate the supplied representative with the supplied AccuLynx job and stop when either identifier is missing or ambiguous.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real job and representative pair and review the association.
Questions about this workflow
Can this create the job and assign the representative in one workflow?
This action only associates a representative with a specific existing job. Create the job separately if it does not exist.
Can Notis choose a representative automatically?
Only if your instruction and available information provide a reliable rule. This workflow uses the representative identified in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Acculynx. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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