Connect Project Requests to AccuLynx Representatives
Carry an explicit representative assignment from a project request onto the right AccuLynx job.
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
A representative assignment can be missed when project details and job ownership are handled in separate steps.
- Record an explicit representative assignment on the specified job.
- Keep the job and representative identifiers together in one request.
- Flag incomplete assignments rather than choosing someone at random.
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 associate the supplied representative ID with the supplied AccuLynx job ID for each webhook request.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real assignment request and confirm the representative is associated with the intended job.
Questions about this workflow
What identifiers are needed?
The action requires the AccuLynx job's unique ID and the representative's ID.
Will Notis decide who should represent the job?
No. The request must supply the representative ID or provide enough explicit information to resolve it. Notis should report ambiguity instead of making an unsupported assignment.
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
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