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Notis

Move qualified site research into an AccuLynx job

When your research has enough detail to start project setup, let Notis create the AccuLynx job for you.

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

A qualified opportunity can lose momentum while someone transfers research into the project system.

  • Move qualified research into project setup
  • Keep the project record in AccuLynx
  • Reduce delay between research and action

Setup

Build it in a few focused steps.

  • 1Connect Airtop and AccuLynx once in the Notis portal.
  • 2Create an automation and state what makes research ready for a job.
  • 3Ask Notis to create an AccuLynx job when Airtop returns a qualified project with the required details.
  • 4Select the Notis webhook trigger and a channel for run reports.
  • 5Test with one real, complete project example and review the job.

Questions about this workflow

How does Notis know what qualifies?

Include your qualification criteria in the plain-language instruction. Notis can only assess the information Airtop returns.

What happens if a project is incomplete?

The instruction should have Notis avoid creating a job until the required information is available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtop to Acculynx. A trigger fires from one place; an action lands in another.

Airtop triggers

Acculynx actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

Connect any two apps with Notis in the middle.

Airtop and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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