Carry Complete Project Details into AccuLynx
Keep the handoff together so the project team does not have to chase the sales team for basics after setup starts.
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
Project work can begin with fragmented context when details are copied over in multiple messages or at different times.
- Carry supplied project details into job creation.
- Reduce follow-up for information already gathered.
- Create a clear transition from sales to operations.
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 what outcome you want.
- 3Ask Notis to create an AccuLynx job only when the webhook handoff contains the project details your team requires.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real complete handoff and review the job.
Questions about this workflow
Which details can the job action use?
The action supports an associated contact, location, job category, work type, priority, and trade types.
Will Notis fill in unknown details?
No. Have the handoff supply needed details and tell Notis to flag anything missing rather than guessing.
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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