Create AccuLynx contacts from document intake
Turn contact information collected through an ActiveMerge document workflow into a contact record without copying it by hand.
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
Contact details collected in documents can sit outside the system where project work happens.
- Create contact records from details delivered in a webhook request.
- Keep company, communication, and address information together in AccuLynx.
- Spend less time copying intake details between tools.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AccuLynx once in the Notis portal.
- 2Create an automation and tell Notis which submitted details should form a contact.
- 3Choose the webhook trigger and where run reports should go.
- 4Send one real intake example and review the created contact.
Questions about this workflow
Can this create a contact from a signed document?
Yes, if the process sends the relevant contact details to the Notis webhook. The document itself does not create a trigger event.
What if a detail is missing?
Notis can use only the information supplied in the request. Include any contact details your process needs to create.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Acculynx. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Acculynx, 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 Acculynx.