Connect deal ownership to the AccuLynx job
Make the project handoff clearer by associating the right known representative with its job.
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 deal owner may be clear in Affinity but missing from the project record the team uses for delivery.
- Make an identified project representative visible on the job
- Reduce manual follow-up after a deal handoff
- Use deal context to clarify project ownership
Setup
Build it in a few focused steps.
- 1Connect Affinity and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe how the deal determines a representative and identify the required job and representative ids.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real job and known representative, then confirm the association in AccuLynx.
Questions about this workflow
What does the action need?
It requires the AccuLynx job id and representative id. Make sure both are available from the request or other connected data.
Can Notis choose the representative based on a territory rule?
Only if you provide that rule and the necessary territory data. The action description does not provide a territory lookup.
Does this create a job?
No. It adds a company representative to a specific existing job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Acculynx. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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