Close the gap between project ownership and job records
Review project handoffs regularly and connect a job with its named representative when both are clear.
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
Ownership can be clear in a handoff yet missing from the project record, leaving follow-up without an obvious owner.
- Catch identified assignments that have not yet been associated with a job.
- Keep representative selection grounded in supplied context.
- Report ambiguous jobs or representatives for a person to resolve.
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 recurring assignment review to Notis.
- 3Ask Notis to review available handoff context and associate a representative only when the job and representative are explicitly identified.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Test with one known job and representative and confirm the assignment in AccuLynx.
Questions about this workflow
Will this assign every job to someone?
No. It should act only when the available information clearly identifies both a job and a representative.
What happens when identifiers are unclear?
Ask Notis to report the ambiguity and skip the assignment for human review.
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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