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Notis

Keep project contacts in AccuLynx

Bring a relevant Affinity relationship into the contact list your construction work relies on.

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

Important relationship details can remain trapped in a deal-tracking workflow when a project team needs a usable contact.

  • Reduce repeated contact entry across systems
  • Make relevant relationship information available for project operations
  • Use a defined handoff point through a webhook

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 add its name and prompt.
  • 3Describe which Affinity relationships need an AccuLynx contact and what context to include.
  • 4Choose the Notis webhook trigger and the destination for run reports.
  • 5Test with one real contact and confirm its details in AccuLynx.

Questions about this workflow

Is this an automatic sync of all Affinity contacts?

No. Affinity has no listed trigger event here. A webhook starts the automation, and your prompt should define which relationship deserves a contact record.

What contact details can be created?

The AccuLynx action supports detailed contact information, including personal, company, communication preference, and address information. Notis can only use details available from Affinity or supplied in the request.

Can this be used for investor outreach?

It can create a contact where that person is relevant to AccuLynx project work. The action does not send outreach messages.

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.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

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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