Review affiliate referral contacts in AccuLynx
Turn a recurring contact review into a dependable step for keeping referral details accessible to the team.
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
Contact details collected outside AccuLynx can remain scattered until someone remembers to enter them.
- Create a regular process for contact intake.
- Keep available company and communication details together.
- Make incomplete entries visible for follow-up.
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 process the Adtraction referral data supplied at each run into AccuLynx contacts and report missing details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real referral and inspect the created contact in AccuLynx.
Questions about this workflow
Does the automation fetch Adtraction contacts on its own?
No Adtraction trigger or retrieval action is listed here. Supply the referral data to Notis for the scheduled run.
Can the workflow handle company and address information?
It can use those details when they are present in the supplied referral data. Missing values should be reported for follow-up.
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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