Move priority projects into job setup
Give high priority work a direct handoff into the system where the job will be managed.
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
Priority projects can lose momentum when urgent work still depends on someone repeating project setup manually.
- Speed up intake for projects your team marks as priority.
- Keep job creation consistent with your stated criteria.
- Report missing details before job setup.
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.
- 3State the priority criteria and instruct Notis to create a job only when required information is available.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real priority project.
Questions about this workflow
Does the workflow decide what counts as priority?
You define the criteria in the instruction, using values available in Agiled. Notis should not invent a priority scale.
Will it create jobs for every project?
No. The instruction can limit job creation to projects matching your stated priority condition.
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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