Keep Acculynx contact categories easy to consult
A recurring reference to the contact types in Acculynx can help your team classify credential-related contacts consistently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
When contact categories are unfamiliar, intake pauses while someone searches for the right classification.
- Make the available contact categories easier to find.
- Support consistent contact classification during intake.
- Avoid relying on remembered or outdated category names.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Acculynx once in the Notis portal.
- 2Create an automation that retrieves Acculynx contact types and summarizes them as an intake reference for credential-related contacts.
- 3Pick the Notis recurring schedule trigger.
- 4Choose a report channel and test once to check that the returned contact types are clear and complete.
Questions about this workflow
Does this create or update a contact?
No. The listed action retrieves contact types. Contact creation uses a separate Acculynx action.
Can Notis tell which contact type is right for a recipient?
Notis can help apply guidance you provide, but the returned list alone does not establish which category fits a particular person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Acculynx. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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