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Notis

Keep builder and contractor accounts together

When an organization is ready to track in your CRM, send its Acculynx details to Notis and create a company record.

Trigger

Webhook received

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

Action

Create Company

Why this helps

Organization details are easy to lose when job information and relationship tracking live in separate systems.

  • Keep company records alongside CRM contacts and deals.
  • Avoid manually re-entering organization details.
  • Capture the organization connected to an Acculynx job.

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and CentralStationCRM once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to create a CentralStationCRM company from organization details sent by Acculynx.
  • 4Choose the webhook trigger and select a report channel.
  • 5Test with one real organization request.

Questions about this workflow

Can the workflow start from an Acculynx event?

Acculynx has no listed trigger events in this package, so an HTTP request to the Notis webhook starts it.

Can it also create contacts?

This workflow creates a company. Use a separate person workflow when you want to create a contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx triggers

Centralstationcrm actions

Recurring trigger

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

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

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

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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