Carry Campaign Handoffs to the AccuLynx Job Representative
When ownership is decided, keep the project record current by associating the named representative with its 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 clear handoff can still be missed if the job record does not reflect who is responsible for the next step.
- Record a specified representative on the relevant job.
- Reduce manual follow-through after a handoff.
- Keep responsibility connected to the job record.
Setup
Build it in a few focused steps.
- 1Connect AimTell and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the handoff flow.
- 3Tell Notis to add the specified company representative to the AccuLynx job using the job ID and representative ID in the webhook request.
- 4Select the webhook trigger and report destination.
- 5Test with one real handoff and verify the representative association on the job.
Questions about this workflow
Can this find a representative by name?
The action requires the representative's ID. Include the ID in the request; no representative search action is listed.
Can this assign a representative before the job exists?
No. The action requires a specific job ID, so the job must already exist.
Does this create a new company representative?
No. It associates an existing representative with a specific job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Acculynx. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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