Keep Qualified Campaign Records Moving Into Job Setup
Give ready-to-start roofing work a regular path into AccuLynx, with incomplete project information called out for a quick follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
Qualified work can wait in a campaign-related list while someone tries to find time to set up each project manually.
- Create a consistent review point for qualified records.
- Reduce time spent copying job details into AccuLynx.
- Flag missing project information before it blocks setup.
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 scheduled job review.
- 3In one instruction, ask Notis to review qualified records made available to it, create AccuLynx jobs when required details are present, and report incomplete records.
- 4Choose a recurring schedule and select the report destination.
- 5Test with one real qualified record and check the AccuLynx job.
Questions about this workflow
Does a cron schedule automatically find AimTell records?
No. The schedule starts the automation. The records must be made available to Notis through the connected setup or provided data.
Can Notis create a job if project details are missing?
The workflow should report missing required details for follow-up. It should not invent contact, location, work type, priority, or trade information.
Can I set this to run daily?
You can choose a recurring schedule in the Notis automation setup. Choose a cadence that matches how often the available records need review.
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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