See the contact classifications available in AccuLynx
Keep a simple reference to the contact categories your company uses, so intake decisions are easier to make consistently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
Choosing a contact classification can slow down intake when people have to search for the available options.
- Retrieve the predefined contact types available to the company.
- Share an up-to-date reference through scheduled run reports.
- Help make contact intake decisions with less searching.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AccuLynx once in the Notis portal.
- 2Create an automation and ask Notis to summarize the available contact types.
- 3Choose a recurring schedule and where run reports should go.
- 4Run one real example and review the reference.
Questions about this workflow
Does this create or update contacts?
No. This workflow retrieves the available contact type classifications as a reference.
Can it decide which type applies to a new person?
It can summarize the available options, but the correct classification must come from the information supplied or a decision made by your team.
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
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