Turn the Ready Opportunity Queue into Jobs
Give qualified opportunities a regular review so project setup does not depend on finding time between everything else.
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
Ready work can sit in a queue because the owner is busy and job creation feels like another separate admin task.
- Create a predictable opportunity-to-job checkpoint.
- Reduce setup delays for qualified work.
- Surface incomplete records before job creation.
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 qualified opportunities and create AccuLynx jobs when required details are present.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real qualified opportunity and review the job.
Questions about this workflow
Can this tell which opportunities are qualified?
Only if the available information identifies qualification. No Agile CRM trigger events are listed, so supply the relevant data to the scheduled run.
What happens if details are missing?
Tell Notis to report the missing information and avoid creating the job until the handoff is complete.
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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