Add checked customer details as an Acculynx contact
When a customer record arrives from another system, have Notis check its contact details and create an Acculynx contact from the result.
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
Entering a customer as a contact can leave you with avoidable follow-up problems when the original details contain errors.
- Check supplied address and contact information before contact creation.
- Reduce repeated entry when details arrive from another system.
- Use a clear run report to review each request.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Acculynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to validate the submitted address, email, and phone with Addressfinder, then create an Acculynx contact using the checked details.
- 4Pick the webhook trigger and select a report channel.
- 5Test with one real customer record and inspect the created contact.
Questions about this workflow
Does Addressfinder provide the incoming customer record?
No. The webhook request must contain the details to check and use for the contact.
Can I specify contact preferences or company information?
Describe the information and rules in your instruction, and include the needed values in the request. Do not assume missing details.
Will the workflow fix every invalid value?
Addressfinder can help verify or validate submitted details. Tell Notis how to handle issues, such as leaving uncertain values for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Acculynx. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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