Bring selected ActiveCampaign contacts into AccuLynx
Make contact handoffs a regular, reviewable routine with a scheduled Notis run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Why this helps
A team may know which marketing contacts belong in project operations but postpone transferring them until the list becomes unwieldy.
- Process selected contacts in a recurring batch.
- Use a consistent instruction for deciding who belongs in AccuLynx.
- Get a run report without keeping the transfer in working memory.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Tell Notis to review available ActiveCampaign contacts and create AccuLynx contacts for people matching your stated criteria, using only available contact details.
- 4Choose a recurring schedule and where run reports go.
- 5Test with one real contact and confirm the record in AccuLynx.
Questions about this workflow
Can this review use contact history?
Only if that history is available through the connected app data or supplied in the source information. Specify any missing history or baseline needed for your criteria.
Can I choose the contacts to transfer?
Describe the selection criteria in the instruction. Notis workflows are prompt-based and do not use a separate field-mapping or filter-building setup screen.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Acculynx. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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