Turn recurring project research into AccuLynx jobs
Let a scheduled Airtop workflow gather project details and Notis start jobs when the information is ready.
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
Project opportunities can remain in research notes instead of entering the system where work is managed.
- Review project sources on a schedule
- Create jobs from complete research
- Reduce manual intake follow-through
Setup
Build it in a few focused steps.
- 1Connect Airtop and AccuLynx once in the Notis portal.
- 2Create an automation and explain which researched opportunities should become jobs.
- 3Ask Notis to run project research on schedule and create jobs only when required information is present.
- 4Choose a Notis cron trigger and where run reports should go.
- 5Test with one complete project and verify its job record in AccuLynx.
Questions about this workflow
Will a job be created for incomplete research?
Your instruction should require the necessary details before creating a job. Missing information must be supplied or retrieved.
Can the schedule start Airtop research?
The automation uses a Notis cron trigger. The instruction should describe the Airtop research step and the job creation outcome.
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.
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.
Airtop and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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