Carry project ownership into AccuLynx
Keep a clear point of contact attached to a job as project work moves from Agiled into AccuLynx.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
When project ownership does not carry over, teams can lose time figuring out who should handle the next step.
- Make job responsibility clearer.
- Reduce manual follow-up to identify the representative.
- Flag missing job or representative identifiers.
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 which representative should be associated with the job and how to handle missing identifiers.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real job and representative.
Questions about this workflow
Does this create a representative?
No. The action associates a representative with a job and requires the job and representative identifiers.
Can the automation decide who owns a job?
Only when Agiled provides the relevant assignment or your prompt gives a clear rule. Otherwise, have it report the job for a person to assign.
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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