Move qualified deals into AccuLynx jobs
Give a project a working home in AccuLynx once the deal is ready for operational follow-through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
A deal can be ready for project work while the team still has to recreate its details in another system.
- Reduce manual setup when a deal becomes project work
- Carry over available deal context into the job request
- Create a clear transition from relationship tracking to execution
Setup
Build it in a few focused steps.
- 1Connect Affinity and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Describe which deal status or condition means a new AccuLynx job should be created.
- 4Choose the Notis webhook trigger and where run reports should be delivered.
- 5Test with one real qualified deal and review the job in AccuLynx.
Questions about this workflow
What details does the job action require?
The action supports job details such as the associated contact, location, job category, work type, priority, and trade types. Supply details that are not present in Affinity.
Does Affinity start this automatically?
Affinity trigger events are not available in this setup. A Notis webhook starts the automation.
Should I create a job for every deal?
Set a clear qualification condition in the prompt so only deals ready for project work create jobs.
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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