Save company referral details alongside AccuLynx contacts
Keep the business context behind a referral easy to find when coordinating construction or roofing work.
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
Company affiliation and communication details can be lost when a referral is entered without its broader context.
- Retain available company affiliation context.
- Keep communication preferences with the contact record.
- Highlight absent company details for review.
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 an AccuLynx contact from supplied company referrals and retain available company and communication details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real company referral and review its contact record.
Questions about this workflow
Can this store company affiliation?
The listed contact action supports company affiliation when the detail is provided.
Does the workflow create a job too?
No. This workflow creates a contact. Job creation is a separate action that requires project details.
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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