Find a matching Agiled contact for an AccuLynx lead
Check for an existing contact before someone creates another record or starts outreach with incomplete context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
Retrieves contacts.
Why this helps
When lead details live in one place and contacts in another, duplicate records and uncertain identity slow follow-up.
- Check for possible existing contacts before follow-up.
- Use supplied identifying details to explain why a result may match.
- Leave uncertain identity decisions for a person.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agiled once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Describe how Notis should search Agiled contacts using supplied AccuLynx lead details and return possible matches without creating or updating contacts.
- 4Choose the webhook trigger and the report channel.
- 5Test using one real lead with identifying information and review the match results.
Questions about this workflow
Does the workflow create a contact when none matches?
No. It retrieves contacts and reports possible matches. Contact creation is not one of the selected actions.
What information is needed to find a match?
Provide reliable identifying details such as a name or email when available. If the details are insufficient, have Notis report that rather than assert an identity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Agiled. A trigger fires from one place; an action lands in another.
Acculynx triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Acculynx and Agiled, 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 Agiled.