Bring company referral details into AccuLynx regularly
Use a predictable review rhythm to keep company contact information available in the project system.
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
Company contact details can remain outside the team's project records after an affiliate referral arrives.
- Keep company contacts in the system used for project work.
- Make incomplete records visible for review.
- Reduce manual re-entry during periodic processing.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and AccuLynx once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create AccuLynx contacts from company referral data provided at each run and report missing details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a real company referral and verify the contact details.
Questions about this workflow
Does the schedule sync the Adtraction platform directly?
No Adtraction retrieval event is listed. Supply the company referral information to Notis at each run.
Which company details can be kept?
Use the company affiliation, contact information, communication preferences, and address information available in the supplied data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Acculynx. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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