Connect Agile CRM to Acculynx
When something happens in Agile CRM, Notis takes the next step in Acculynx. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agile CRM to Acculynx
Send New Roofing Interest to AccuLynx
Turn an Agile CRM prospect handoff into an AccuLynx residential roofing lead.
Create AccuLynx Contacts from Agile CRM
Create an AccuLynx contact when a webhook carries a contact handoff from Agile CRM.
Review Agile CRM Roofing Prospects on a Schedule
Run a scheduled check for roofing prospects to prepare AccuLynx lead creation when relevant data is available.
Start AccuLynx Jobs for Qualified Prospects
Turn a qualified prospect handoff into an AccuLynx job when the job details are ready.
Prepare Agile CRM Contacts for AccuLynx
Use a recurring Notis check to create AccuLynx contacts from contact details available for handoff.
Import Roofing Inquiries as AccuLynx Leads
Use a webhook handoff to create AccuLynx leads from residential roofing inquiries recorded in Agile CRM.
Review Job Readiness Before AccuLynx Setup
Schedule a recurring review of available Agile CRM opportunities and create AccuLynx jobs for those ready to start.
Create AccuLynx Contacts for Property Work
Create an AccuLynx contact from an Agile CRM handoff for property management or construction work.
Keep Roofing Inquiry Intake on Track
Set a recurring review that turns available roofing inquiries into AccuLynx residential leads.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Acculynx. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and Acculynx
Connect any two apps with Notis in the middle.
Agile CRM and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.