Keep prospect contact details ready in AccuLynx
Capture a useful contact record while the prospect is still being researched, so your team can pick up the conversation later.
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
Prospect details scattered across research and project tools are hard to reuse when a conversation resumes.
- Create a reusable contact before a job is ready to open.
- Carry available company and communication details into the contact record.
- Reduce duplicate records by asking Notis to check provided context before creating a contact.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the desired result to Notis.
- 3Ask Notis to create an AccuLynx contact from prospect details in the webhook request and check the supplied context for an existing match.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Test with one real prospect and review the created contact.
Questions about this workflow
Should I use this instead of creating a lead?
Use this when you need a contact record without asserting that the person is a residential roofing lead.
Can this avoid duplicate contacts?
You can instruct Notis to look for a match in the information available to it. Confirm the match criteria and review uncertain cases.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Acculynx. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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