Move approved projects from AnyDB into AccuLynx
Carry an approved project into AccuLynx with its available contact, location, category, work type, priority, and trade details.
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
An approved project can wait while someone transfers its setup details from an intake database into job management.
- Reduce manual job setup after project approval.
- Carry available project details into AccuLynx.
- Flag incomplete job information for a person to resolve.
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.
- 3In one instruction, ask Notis to create an AccuLynx job from approved incoming project details and report missing required information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved project and verify the job in AccuLynx.
Questions about this workflow
Does this create a contact as well as a job?
This workflow uses the AccuLynx job action. Make sure the associated contact is already available as required by that action.
What if job category or trade details are missing?
Instruct Notis to report the missing details and wait for review instead of guessing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.