Create AccuLynx contacts from recurring ad research
Turn useful people details from recurring campaign research into contact records your team can follow up on.
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
Research gathered over time can be hard to act on when contact information stays scattered across reports.
- Run contact discovery review on a schedule.
- Create contacts only from available person details.
- Keep supplied company affiliation and communication preferences when present.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review Adyntel research for contact details meeting your criteria and create an AccuLynx contact when required details are present.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real research result and inspect the contact.
Questions about this workflow
Will this enrich a person with details that Adyntel does not provide?
No. Notis can use returned data, but missing contact details must be supplied or remain absent.
How do I avoid creating contacts from weak matches?
State your contact qualification criteria in the automation prompt and require usable details before creating a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Acculynx. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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