Create AccuLynx contacts from selected subscribers
Make a recurring review of campaign subscribers easier by asking Notis to create contacts for the people who fit your criteria.
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
Relevant prospects may remain in a marketing list because moving selected people into the project system takes another manual pass.
- Review subscriber records on a recurring schedule.
- Apply your stated qualification criteria before creating contacts.
- Keep relevant contact details available in AccuLynx.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and AccuLynx once in the Notis portal.
- 2Create an automation in Notis, or tell Notis from any channel what outcome you want.
- 3Describe which supplied subscriber records should become AccuLynx contacts and what contact details to include.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real subscriber example and review the result.
Questions about this workflow
Can Notis read an ActiveTrail list automatically on this trigger?
No ActiveTrail trigger or list-reading action is specified here. The workflow needs subscriber records to be supplied to Notis for its scheduled review.
How does Notis decide which subscribers become contacts?
You state the criteria in the instruction. The workflow can only assess information present in the supplied records.
Does a schedule create contacts immediately when a subscriber is added?
No. A scheduled trigger runs on the recurring schedule you choose, rather than on a new subscriber event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Acculynx. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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