Start Jobs Once the Location Is Known
Move location-ready opportunities into project setup without pausing to reconstruct the handoff.
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
An opportunity may be approved to start, but missing location details can create another round of messages before a job can be opened.
- Focus job creation on actionable handoffs.
- Carry location information into job setup when provided.
- Reduce back-and-forth for missing basics.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome you want.
- 3Ask Notis to create an AccuLynx job from a webhook handoff only when location and required project details are included.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real location-ready handoff and review the job.
Questions about this workflow
Will Notis infer the location from a company name?
No. The location must be included in the information available to the run; the workflow should not guess.
What other job details may be needed?
The job action supports an associated contact, location, category, work type, priority, and trade types. Include the values needed for your process.
When this happens · Trigger
Do this · Action
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.
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
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