Give new work a regular AccuLynx setup check
Create a steady checkpoint for new work so project setup is less dependent on someone remembering to return to each record.
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
New work can wait for setup when sales and operations are focused on their immediate queues.
- Build a recurring new-work setup checkpoint.
- Move qualifying records into AccuLynx jobs.
- Use stated eligibility criteria instead of relying on memory.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation and define which new-work records should become jobs.
- 3Tell Notis to review available AgencyZoom records and create AccuLynx jobs for qualifying work without an existing handoff.
- 4Choose the recurring schedule and report destination.
- 5Test with one real new-work record and verify the created job.
Questions about this workflow
What criteria should I use?
Use criteria that are supported by available source fields, such as a clear status or category. Include the rules in the automation instruction.
Will this create a job for every new record?
Only if you instruct it to do so. A narrower eligibility rule can keep the scheduled review focused.
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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