Keep job representatives aligned over time
Run a periodic ownership check so long-running jobs still point to the right representative.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update company representative
Assigns a company representative to a job.
Why this helps
On longer projects, ownership details can become stale when nobody has a regular checkpoint to review them.
- Provide a periodic check for long-running job ownership.
- Reduce manual reconciliation across project and job records.
- Flag projects where the owner or matching job is unclear.
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 match project owners to representatives and how to report uncertain matches.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real project and job.
Questions about this workflow
Why use a quarterly check?
It fits teams that review ownership periodically on long-running work. Set a different cadence if that is not how your team operates.
Can Notis infer a representative from a name alone?
Do not rely on a name-only match unless your records make it unambiguous. Provide identifiers or have Notis report uncertain matches.
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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