Turn relevant credential recipients into Acculynx contacts
When a credential recipient is also a project contact, carry their available details into Acculynx without retyping them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Why this helps
Recipient details can sit in a credential tool while the project team separately creates the contact it needs to work with.
- Reduce duplicate data entry for relevant recipients.
- Keep contact details available in the project management system.
- Use the incoming request as the source for what details are available.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Acculynx once in the Notis portal.
- 2Create an automation and tell Notis to create an Acculynx contact for relevant credential recipients.
- 3Pick the Notis webhook trigger and have the sending system include recipient details in its HTTP request.
- 4Choose a report channel and test with one real recipient whose details are appropriate to store as a project contact.
Questions about this workflow
Will every certificate recipient become a contact?
The prompt can limit contact creation to recipients relevant to your project work. The request should provide the recipient details needed for the contact.
Can the workflow add a company affiliation or address?
The Acculynx contact action supports detailed contact information, but the workflow can only use values present in the incoming request.
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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