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Notis

Save verified customer details as contacts

Keep a new customer's verified location alongside their contact record in AccuLynx.

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

Customer details and verified locations can get separated when they are copied manually into project management.

  • Create contacts from a single incoming request.
  • Keep the verified address with the provided customer details.
  • Reduce manual copying during customer intake.

Setup

Build it in a few focused steps.

  • 1Connect Addresszen and AccuLynx once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language from any channel.
  • 3Describe that an incoming verified customer location request should create an AccuLynx contact with its supplied contact and address details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real verified customer request.

Questions about this workflow

Does Addresszen provide all contact information?

The workflow can use the information included in the request. Supply any contact details AccuLynx requires that are not part of the Addresszen response.

Can this create a project too?

This workflow creates a contact. A separate automation can create a job when the incoming request includes the job details AccuLynx needs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addresszen to Acculynx. A trigger fires from one place; an action lands in another.

Addresszen triggers

Acculynx actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

Connect any two apps with Notis in the middle.

Addresszen and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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