Turn approved projects into ready AccuLynx jobs
Use a recurring intake to move approved projects forward without relying on someone to remember each handoff.
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
Approved work can remain in a project queue because job setup is a separate manual step.
- Create a routine path from approval to job setup.
- Reduce missed project handoffs.
- Get a list of approvals that need more information.
Setup
Build it in a few focused steps.
- 1Connect Agiled and AccuLynx once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Define what approved means, which details are needed, and how incomplete projects should be reported.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real approved project.
Questions about this workflow
Does this workflow require approval details in Agiled?
Yes, the schedule does not know approval status by itself. Use a status or other context that is present in the Agiled information.
Will it retry projects missing required details?
It can report those projects for a later review. Do not assume a retry history unless the records or your process provide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Acculynx. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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