Move priority projects into job setup sooner
Give urgent approved work a faster route into AccuLynx with the job details attached to its handoff.
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
Urgent projects can be hard to distinguish when every opportunity waits in the same manual setup queue.
- Create a distinct intake path for priority work.
- Reduce delay for high-priority project setup.
- Use the priority designation and details supplied in the request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation for priority project handoffs.
- 3Tell Notis to create an AccuLynx job when a request identifies an approved priority project and supplies the job details.
- 4Choose the Notis webhook trigger and a report destination.
- 5Test with one real priority project and verify the job.
Questions about this workflow
Can Notis choose priority without a source signal?
No. The request or available records should clearly identify priority and provide the relevant project information.
Does creating the job also schedule a visit?
No. Job creation and appointment scheduling are separate listed actions.
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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