Catch deals ready to become AccuLynx projects
A scheduled checkpoint can turn a ready deal into a project record before setup becomes another follow-up task.
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
Project setup can slip when deal readiness depends on someone remembering to revisit the pipeline.
- Create a dependable project readiness checkpoint
- Reduce forgotten transitions from deal to job
- Prepare the AccuLynx job from available deal details
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 provide its name and prompt.
- 3Describe the evidence that makes a deal ready for an AccuLynx job.
- 4Choose a recurring Notis schedule and select a run-report channel.
- 5Test against one real deal and verify the resulting job in AccuLynx.
Questions about this workflow
Can Notis know whether a deal is ready without instructions?
No. State the readiness criteria in the prompt. Notis can inspect available deal data, but it cannot infer a missing baseline or business rule.
What if location or trade types are missing?
Provide those values in the prompt or webhook request when required. The job action supports those project details.
Can this also assign a representative?
Not with this action. The listed job action creates a job; representative assignment is a separate AccuLynx action.
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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