Turn approved prospect research into AccuLynx jobs
Keep approved project intake moving by checking for complete job details on a cadence your team can sustain.
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
Approved work can sit in research notes because nobody owns the handoff into project setup.
- Create jobs only for prospects explicitly approved as projects.
- Catch complete project intake during a recurring review.
- Leave incomplete project details for human follow-up 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 tell Notis the scheduled result you need.
- 3In one instruction, ask Notis to review available prospects and create jobs only for approved projects with required details present.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Test with one approved project and review its AccuLynx job details.
Questions about this workflow
Can this workflow decide whether a prospect is approved?
Give Notis an explicit approval marker or qualification rule available in the source information. Otherwise, it should flag the prospect for review.
What if project details are incomplete?
Ask Notis to report the missing details and skip job creation until they are supplied.
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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