Review project readiness before job setup
Make project intake a routine, with a clear report of records ready to start in AccuLynx.
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
A project may be approved in Agiled but still wait because nobody remembers to start it in the job system.
- Surface ready projects on a predictable cadence.
- Reduce forgotten handoffs between project and job systems.
- See which records need details before job creation.
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 how to identify a project ready for an AccuLynx job and report incomplete records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test against one real project.
Questions about this workflow
How does Notis know a project is ready?
State the readiness criteria in your prompt and rely on information present in Agiled. Notis cannot infer an unprovided approval state or history.
Does this run only once per project?
Specify how completed or already processed projects should be recognized using available record information. If that context is absent, have Notis report possible duplicates for review.
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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