Keep AccuLynx contact categories easy to find
Make the available contact classifications visible to the team without another manual lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
A category list buried in a system can make routine contact entry slower than it needs to be.
- Provide a recurring reference for contact intake
- Use the categories returned by AccuLynx
- Reduce repeated searches for the available classifications
Setup
Build it in a few focused steps.
- 1Connect Affinity and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Ask Notis to retrieve and summarize the available AccuLynx contact types.
- 4Choose a recurring Notis schedule and the channel for run reports.
- 5Test once and compare the report with the returned contact type list.
Questions about this workflow
Does this change contact classifications?
No. It only retrieves the available types for reference.
How often should it run?
Choose a schedule that matches how often your company expects its contact type list to change.
Does the list come from Affinity?
No, the list is retrieved from AccuLynx. Affinity is the source app for the ordered pair, but no Affinity trigger is available.
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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