Review project opportunities on a schedule
Set a recurring review of selected project pages and have Notis start AccuLynx jobs when the available details meet your criteria.
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
Potential projects can be overlooked when nobody has a consistent routine for checking source pages and starting project records.
- Review chosen project pages on a recurring schedule.
- Apply criteria stated in your instruction to the information found.
- Create AccuLynx jobs for matching opportunities.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AccuLynx once in the Notis portal.
- 2Create an automation in Notis Automations, or tell Notis in plain language from a channel.
- 3In one instruction, identify the project pages and matching criteria, then ask Notis to create an AccuLynx job for qualifying opportunities.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one real project page and review the run report and created job.
Questions about this workflow
Can the automation decide what qualifies as an opportunity?
Yes, based on criteria you state in the instruction and information available from the specified pages.
Will it fill in project details that the pages omit?
No. Supply any required missing details as part of the instruction or source material.
What starts each review?
The recurring schedule you choose for the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Acculynx. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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