Give repeat affiliate referrals a clear contact review
Use a scheduled review to keep returning referral contacts visible and ready for project coordination.
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
Repeat referrals can be overlooked when there is no routine to review the information supplied about them.
- Review repeat referral details at a regular interval.
- Retain available context alongside new contact records.
- Expose insufficient identity information 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 supplied repeat-referral data into AccuLynx contacts and report when key identity details are missing.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real repeat referral and inspect the contact record.
Questions about this workflow
Does this detect whether a referral is a repeat?
Only if the supplied data or your prompt provides the repeat-referral signal.
Does this merge duplicate contacts?
No. The allowed action creates a contact and does not provide duplicate search or merge capability.
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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