Turn Scheduled Property Research into Jobs
Keep property research connected to project setup with a recurring Notis automation.
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
Recurring research often ends with a list to process later instead of actionable project records.
- Repeat property research on your chosen schedule.
- Create jobs from findings with usable details.
- Reduce manual handoff from research to operations.
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.
- 3Describe the property research scope and ask Notis to create AccuLynx jobs from qualifying returned findings.
- 4Choose a Notis schedule and select where run reports should go.
- 5Run one real test and review the job and report.
Questions about this workflow
Can this workflow decide what counts as a project opportunity?
State your criteria in the instruction. Notis will use the research results and criteria you provide.
Will it create jobs if the research is inconclusive?
Ask Notis to report inconclusive results and create jobs only when the needed information is available.
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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