Assign AccuLynx representatives from parsed project records
Keep job ownership current by associating a representative named in a parsed project record with 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
Representative assignments can be overlooked when ownership details arrive in project documents instead of the job system.
- Keep representative assignments with the job record.
- Reduce manual updates after project handoffs.
- Avoid assigning the wrong person when identifiers are unclear.
Setup
Build it in a few focused steps.
- 1Connect Airparser and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to add the representative to the AccuLynx job only when the parsed record identifies both job and representative.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real project record with a clear job and representative to test the workflow.
Questions about this workflow
What information is needed?
The request must identify the AccuLynx job and the representative's id. Do not rely on a name alone if it cannot be resolved to an id.
Will this change other job details?
This action associates a company representative with a specific job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Acculynx. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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