Catch approved projects before job setup is delayed
Give approved projects a regular check so the operations team can begin work with a job record in place.
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
Approvals can happen during a busy day and wait too long for someone to create the project job.
- Reduce lag between approval and project setup.
- Create a regular checkpoint for sold work.
- Carry available project details into the job record.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation and name the approved project review.
- 3Tell Notis to find approved records that do not yet have an AccuLynx job and create jobs using available details.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one approved project and review the job details.
Questions about this workflow
How does the workflow know a project is approved?
The available AgencyZoom information needs to include an approval status or other clear evidence. Notis should not infer an approval that the records do not establish.
Can it tell whether a job already exists?
Only if the available data can be checked reliably. Define the identifying details in the instruction and inspect the test result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Acculynx. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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