Check contact classifications before a project handoff
Give the team a clear reference to the contact categories AccuLynx already supports.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
A relationship handoff can stall when the right contact category is unclear or inconsistently remembered.
- Retrieve the company's available contact categories
- Reduce uncertainty during contact intake
- Keep categorization grounded in the AccuLynx list
Setup
Build it in a few focused steps.
- 1Connect Affinity and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Describe when to retrieve contact types and how Notis should present the available categories.
- 4Choose the Notis webhook trigger and a destination for run reports.
- 5Test with one real handoff request and verify the returned list.
Questions about this workflow
Does this create a contact?
No. It retrieves the predefined contact types. Use the create-contact action separately when you have the contact details and category decision.
Are the types the same for every company?
The action retrieves types related to the authenticated company. Do not assume a category exists until it is returned.
Can Notis decide the category automatically?
You can describe your classification rule, but the necessary information must be present in the request or connected data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Acculynx. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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