Create AccuLynx Jobs from Project Research
Move a researched project into AccuLynx without rebuilding its details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
Promising project research can be lost between discovery and setting up the job record.
- Turn supported research into job records.
- Carry over the details provided by the source.
- Reduce repeated project setup work.
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 create an AccuLynx job from received Agenty project findings and report any required details that are missing.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real project result and inspect the created job.
Questions about this workflow
Can a job be created when required information is missing?
The workflow can only submit details it has. Supply required information or review the run report if the job cannot be created.
Does this action create a lead first?
No. This workflow creates a job using the AccuLynx job action.
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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