Move approved project intake into an AccuLynx job
When intake is ready for project setup, let Notis start the AccuLynx job with the information at hand.
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
Turning an approved project request into a job can mean repeating details across systems and losing momentum.
- Start job setup from an explicit intake signal.
- Carry available location and project details into AccuLynx.
- Reduce handoff friction between intake and project setup.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and AccuLynx once in the Notis portal.
- 2Create an automation through Automations, New Automation, with a name and prompt.
- 3Tell Notis in one instruction to create a job only when the webhook request marks intake as approved, using the available project details.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real approved intake request and inspect the job.
Questions about this workflow
What does this create?
It uses AccuLynx's Create a job action to initialize a project with available details such as contact, location, category, work type, priority, and trade types.
How does Notis know intake is approved?
The request must include an approval signal or the prompt must identify how approval is represented in the supplied data.
Will it create a contact first?
This workflow only specifies the Create a job action. If job creation requires information not in the request, provide that information or handle contact setup separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Acculynx. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api 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.