Find project contacts in your Affinity relationships
Review relationship records on a regular rhythm and create AccuLynx contacts only when project work calls for them.
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
Useful contact information may stay outside the system the project team checks every day.
- Create a regular review point for project-relevant contacts
- Avoid transferring relationships without a clear operational reason
- Keep contact creation connected to available context
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 clear name and prompt.
- 3Describe what makes an Affinity relationship relevant to a project contact record.
- 4Choose a recurring Notis schedule and a channel for run reports.
- 5Test with one real relationship and verify the created contact in AccuLynx.
Questions about this workflow
Will this add every relationship as an AccuLynx contact?
No. Tell Notis what makes a relationship relevant to project work. The schedule provides a review cadence, not a blanket import.
What if an address or communication preference is missing?
Notis can only use details returned by Affinity or supplied by you. Provide any required missing information in the request or prompt.
Does this create an AccuLynx job too?
No. This workflow creates a contact using action 54. Creating a job is a separate action.
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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