Connect a Representative to the Right AccuLynx Job
Use a project update to complete the representative handoff for an identified 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
Representative assignments can be missed when project updates arrive outside AccuLynx.
- Attach a specified representative to an identified job.
- Use the provided job and representative identifiers.
- Reduce manual assignment follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Ask Notis in one instruction to associate the supplied representative ID with the specified AccuLynx job ID when both are present in the received update.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real job and representative identifier.
Questions about this workflow
Can this identify the representative from a name alone?
The action requires the representative's ID. Supply it in the received data or instruction.
Will it create the job if it does not exist?
No. The action associates a representative with a specific job and requires its unique identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Acculynx. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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