Catch Project Setup Details Before They Go Stale
A regular readiness review helps turn prepared opportunities into AccuLynx jobs before the handoff gets buried.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
Project setup can stall when nobody has a clear time to confirm that an opportunity has all the details needed to start.
- Create a repeatable checkpoint for project setup.
- Spot missing job information before attempting creation.
- Reduce delays caused by a forgotten handoff.
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 intended outcome.
- 3Ask Notis to review available opportunities and create AccuLynx jobs only when required job details are present.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real ready opportunity and review the created job.
Questions about this workflow
Can Notis fill missing job details from Agile CRM?
Only if those details are available to the run. The instruction should flag missing required information instead of guessing.
Which job details may be needed?
The action can use an associated contact, location, category, work type, priority, and trade types. Ensure the handoff supplies the details your job setup requires.
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
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.