Turn an Adtraction referral into an AccuLynx contact
Preserve useful contact and company details from an affiliate referral in the system your project team uses.
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
Referral information can be separated from the contact records the team needs to coordinate project work.
- Keep referral contact details with project records.
- Cut down on duplicate data entry.
- Flag incomplete contact information 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 each supplied Adtraction referral request and report missing details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real referral and check the contact record in AccuLynx.
Questions about this workflow
When is a contact more appropriate than a lead?
Use this workflow when the desired result is an AccuLynx contact record. Use lead intake when the referral represents a residential roofing prospect.
Will Notis infer missing addresses or preferences?
No. The workflow can use supplied details and report information that was not provided.
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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