Keep approved project setup moving on schedule
Review approved projects in a regular batch and start AccuLynx jobs for the records that are ready, with a report for anything that needs attention.
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
Approved work can accumulate in a queue while job setup competes with other day-to-day tasks.
- Work through approved project records on a regular schedule.
- Start jobs from the details already in AnyDB.
- Make incomplete records visible in a run report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction to review approved projects, create jobs for records ready for setup, and report incomplete ones.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real approved project and verify the job in AccuLynx.
Questions about this workflow
How does Notis know a project was already processed?
Use an existing status or identifier in the available data and describe how to recognize completed records. If there is no reliable tracking signal, repeated schedules may need human review.
Can the workflow create a job if there is no associated contact?
The AccuLynx job action expects an associated contact. Have Notis report records without one so they can be completed first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Acculynx. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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