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Notis

Start new roofing work with less setup

Move newly approved roofing work into AccuLynx while the project context is at hand.

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

New work can wait for an operations handoff when teams have to reconstruct project details across apps.

  • Start new roofing work in the job management system.
  • Reduce manual transfer of project context.
  • Get a clear report when job details need attention.

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.
  • 3Describe what makes roofing work ready to start and how to handle missing job details.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real roofing project.

Questions about this workflow

Does the action support roofing work types?

The job action supports job details such as category, work type, priority, and trade types. Use values provided by your records or instruction.

Will the job be created if the contact is missing?

The action requires an associated contact. Ensure one is available or handle the missing contact before job creation.

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.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

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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