Turn a Qualified Prospect into an AccuLynx Job
When a prospect is ready for project setup, send the handoff into AccuLynx with less repeated admin.
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
A qualified opportunity can sit between sales and operations while someone reconstructs project details by hand.
- Move qualified work into job setup sooner.
- Keep the qualification handoff focused on project readiness.
- Reduce copying of available job details.
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 desired outcome.
- 3Ask Notis to create an AccuLynx job when a webhook handoff says the prospect is qualified and includes the required job details.
- 4Choose a webhook trigger and a destination for run reports.
- 5Test with one real qualified prospect and review the job.
Questions about this workflow
What information is required to create a job?
The available action supports details such as the associated contact, location, job category, work type, priority, and trade types. Supply the needed values in the handoff.
Does the workflow decide qualification from Agile CRM automatically?
No Agile CRM trigger events are listed. Your webhook request or instruction needs to identify a prospect that is ready for job setup.
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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