Set up commercial roofing work in AccuLynx
Move a commercial project from sales into operations with its available job details ready to use.
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
Commercial work can involve many details, and recreating them by hand slows the start of the project.
- Carry available project setup details into the job.
- Reduce repetitive setup after the sales handoff.
- Give operations a single AccuLynx job record to continue from.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation for commercial roofing project handoffs.
- 3Tell Notis to create an AccuLynx job from the supplied contact, location, category, work type, priority, and trade details.
- 4Choose the webhook trigger and a place for run reports.
- 5Test with one real project and review the new job.
Questions about this workflow
What details can the job action use?
The listed job action supports details such as associated contact, location, job category, work type, priority, and trade types.
Can Notis fill in missing project specifications?
It can only use information available in the request or supplied by you. Missing project facts should be provided before job creation.
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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