Connect ready jobs with their company representative
Turn a clear ownership handoff into a representative assignment on the 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
Ownership handoffs can be missed when the decision is recorded in a different system from the job.
- Record an explicit handoff on the relevant job.
- Reduce manual follow-up after assignment decisions.
- Keep the job and representative connected in AccuLynx.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3In one instruction, tell Notis to associate the supplied representative with the supplied job when the request signals the handoff is ready.
- 4Choose the Notis webhook trigger and a destination for run reports.
- 5Test with a real job ID and representative ID and review the result.
Questions about this workflow
What details are needed?
The action requires the job's unique identifier and the representative's ID.
Does this create a job or representative?
No. It associates a company representative with an existing AccuLynx job.
How should the workflow avoid assigning on an unapproved request?
Include a clear readiness or approval signal in the webhook request and state that condition in the automation prompt.
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
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