Connect Scheduled Project Research to Job Ownership
Make project research actionable by linking a known representative to the specified AccuLynx job.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
Research may identify a project that needs ownership, but assigning it requires another manual step.
- Review project information on a recurring schedule.
- Associate known representatives with specified jobs.
- Report when identifiers are missing for assignment.
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.
- 3Specify the research scope and ask Notis to associate a supplied representative ID with a specified existing job ID when both are available.
- 4Choose a Notis schedule and select where run reports should go.
- 5Test with one real project, job ID, and representative ID.
Questions about this workflow
Will Notis choose a representative based on research?
Do not assume that Agenty or AccuLynx provides a matching rule. Supply the representative ID or specify how to obtain it from available information.
What if the job ID is missing?
The assignment action requires a specific job ID, so the workflow should report the missing detail for review.
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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