Create AccuLynx Jobs from Approved Project Briefs
Turn an approved project brief into an AccuLynx job while the details are still in front of you.
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
An approved project can wait in a content workflow while someone finds time to enter its details into job management.
- Reduce repeated entry of approved project details.
- Use the supplied contact and job information as the source of truth.
- Catch missing job details before they are guessed.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3Ask Notis to create an AccuLynx job from each webhook request marked as an approved project brief, and report missing required details.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real approved brief and confirm the resulting job details.
Questions about this workflow
Does the webhook know when a CMS brief is approved?
The webhook itself starts the automation. Include an approval indicator in the request and instruct Notis to process only approved briefs.
Can Notis choose a job category or trade type without input?
The job endpoint uses supplied job details. If the brief does not specify a needed category, work type, priority, or trade type, Notis should flag the gap rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Acculynx. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.