Keep repeat referral contact details with AccuLynx records
Give returning referral contacts a clear place in the project system using the details included with each request.
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
Repeat referrals can be hard to recognize when their contact information is re-entered without context.
- Keep supplied repeat-referral context with contact details.
- Reduce re-entry of available information.
- Report when identity details are too incomplete to distinguish a contact.
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 repeat-referral requests and retain the referral context included in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real repeat referral and review the resulting contact.
Questions about this workflow
Can this find an existing contact and avoid duplicates?
The listed actions do not include contact search or deduplication. Provide the existing contact details or use this for new contact creation only.
What context can be retained?
Notis can use referral context included with the request, such as a source label or notes, if supplied.
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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