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Notis

Automatically Update Team Assignments on Project Status Changes

Change project status in Notion (from Planning to Execution, for example). Notis automatically reassigns the team in Acculynx to match the new phase.

Trigger

Page Properties Updated

Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.

Action

Update company representative

This endpoint allows you to add a company representative to a specific job within the acculynx system. it is used when you need to associate a representative with a particular project or task. the endpoint requires the job's unique identifier and the representative's id to establish the connection. this operation is useful for assigning personnel to projects, tracking responsibilities, and maintaining accurate job records. it's important to note that this endpoint only adds the association and doesn't create new representative or job entries.

Why this helps

You change project status in Notion to reflect progress, but team assignments in Acculynx never change, leaving outdated people assigned.

  • Automatically transition team assignments as projects progress
  • Prevent outdated team assignments from blocking projects
  • Keep team workflow aligned with project status

Setup

Build it in a few focused steps.

  • 1Connect your Notion and Acculynx accounts to Notis.
  • 2Tell Notis: 'When a project status property changes in Notion, update the team assignment in Acculynx accordingly.'
  • 3Specify which status transitions should trigger reassignments (e.g., Planning to Execution, Execution to Closeout).
  • 4Choose your notification channel.
  • 5Test by changing a project status in Notion and verify the team assignment updates in Acculynx.

Questions about this workflow

How does Notis know which team member to assign in each status?

You specify in your automation prompt, e.g., 'In Execution status, assign to the Installation Manager. In Planning, assign to the Estimator.'

Can I keep multiple people assigned as status changes?

Yes. Tell Notis to add team members without removing others, so multiple people stay involved through transitions.

What if the assigned person is not available for the new phase?

You can tell Notis to look up available team members for the new status and assign based on capacity.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Notion triggers

Acculynx actions

Recurring trigger

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

TriggerScheduled

Add job appointment

This endpoint allows users to schedule the initial appointment for a specific job in the acculynx system. it is used to set up the first meeting or site visit for a construction or roofing project. the endpoint requires the job id, start date and time, and end date and time for the appointment. this is crucial for initiating the project workflow and ensuring that all parties involved are aware of the scheduled time for the first interaction. the appointment details are set in the context of the company's timezone unless otherwise specified. use this endpoint when a new job has been created and the first appointment needs to be scheduled with the client or at the job site.

ActionInstant

Webhook trigger

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

TriggerInstant

Create a contact

Creates a new contact in the acculynx system with detailed information for use in roofing and construction project management. this endpoint allows for the addition of comprehensive contact details including personal information, company affiliation, communication preferences, and address information. it's particularly useful for adding new customers, leads, vendors, or any other type of contact relevant to construction projects. the endpoint provides flexibility in the amount of information that can be added, with only the contact type being required. use this when you need to add a new contact to your acculynx database or update your system with new lead information. note that while many fields are optional, providing as much information as possible will enhance the usefulness of the contact record for future project management and communication purposes.

ActionInstant

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Create a job

Creates a new job in the acculynx system with the provided details. this endpoint allows you to initialize a job with essential information such as the associated contact, location, job category, work type, priority, and trade types. it's particularly useful for setting up new projects or tasks within the acculynx platform for the roofing and construction industries. the endpoint requires at minimum a contact id and location address, with several optional fields to further customize the job entry. use this when you need to programmatically create new jobs in acculynx, such as when integrating with other systems or automating job creation processes.

ActionInstant

Comment Created

Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.

TriggerInstant

Create a lead

This endpoint creates a new lead in the acculynx system, specifically for residential roofing projects. it should be used when a new potential customer expresses interest in roofing services or when importing lead data from external sources. the endpoint captures essential contact information to initiate the lead management process. while it creates the lead, it does not assign priorities or sales representatives; these actions would need to be performed separately. the endpoint is designed for simplicity and quick lead entry, focusing on the most crucial identifying information.

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Job appointment summary

Retrieves a list of appointments from the calendar associated with a specific job in acculynx. this endpoint is used to fetch scheduled events, such as site visits, inspections, or project milestones, for a particular roofing or construction job. it provides valuable information for project management and scheduling purposes. the endpoint should be used when you need to view or manage the timeline of events for a specific job. it will not provide general calendar information or appointments unrelated to the specified job id. the response likely includes details such as appointment dates, times, descriptions, and associated team members, though the exact structure is not specified in the given schema.

ActionInstant

Database Created

Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.

TriggerInstant

List of calendars for the location

Retrieves a list of calendars associated with the authenticated user or organization in acculynx. this endpoint provides access to the calendar data, which is crucial for scheduling and organizing tasks in the roofing and construction project management context. it should be used when you need to obtain an overview of all available calendars or to gather calendar ids for use in other api operations. the endpoint returns basic information about each calendar, likely including identifiers, names, and possibly associated metadata. it does not modify any calendar data and is intended for read-only operations. keep in mind that the response may be paginated for large datasets, and additional parameters might be available for filtering or sorting the results, although they are not specified in the current schema.

ActionInstant

Data Source Created

Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.

TriggerInstant

List of contact types related to the company

Retrieves a list of all available contact types in the acculynx system. this endpoint is used to fetch the predefined categories or classifications for contacts, such as residential, repair, property management, and other job categories. it's essential for organizing and filtering contact information within the acculynx platform. the endpoint should be used when setting up new contacts, updating existing ones, or when needing to populate dropdown menus or filter options in the user interface. it does not create, modify, or delete contact types; it only provides the current list of available options. the response will likely include unique identifiers and names for each contact type, allowing for easy integration with other parts of the acculynx api or external systems.

ActionInstant

Data Source Schema Updated

Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.

TriggerInstant

Update company representative

This endpoint allows you to add a company representative to a specific job within the acculynx system. it is used when you need to associate a representative with a particular project or task. the endpoint requires the job's unique identifier and the representative's id to establish the connection. this operation is useful for assigning personnel to projects, tracking responsibilities, and maintaining accurate job records. it's important to note that this endpoint only adds the association and doesn't create new representative or job entries.

ActionInstant

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