Carry the project representative into AccuLynx
Keep ownership clear by associating the representative named in the AgencyZoom handoff with the AccuLynx job.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
A project can lose momentum when the person responsible in sales is not visible on its job record.
- Make the assigned representative visible on the job.
- Reduce manual ownership updates after a handoff.
- Use the identifiers provided with the request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation and describe the representative assignment outcome.
- 3Tell Notis to associate the provided representative with the specified AccuLynx job.
- 4Select the webhook trigger and choose a destination for reports.
- 5Test with one real job and representative, then verify the association.
Questions about this workflow
What identifiers does this action require?
It requires the job's unique identifier and the representative's identifier.
Does this create a representative?
No. The action associates a representative with a job, so the relevant identifiers must already be available.
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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